First Time Investor? Congratulations!
CI Direct Investing has built a simplified onboarding process to assess which of the curated portfolios is best suited for your account.
Already have an account?
Welcome to Wealthie
Wealthie makes it easy for friends and family to invest in a child’s future. While you grow their nest egg, we’ll grow their financial literacy!
Why You're Here
Wealthie’s e-gift cards can be sent to any young person in Canada, aged 0-18. Open an investment account now to deposit their first gift card!
Get Invested
In Canada, Wealthie sits on the CI Direct Investing platform. CI Direct Investing manages your child’s money in a curated ETF portfolio built for the long term.
Why Wealthie Works
The first 20 years of your child’s life are powerful financial decades. Opening an investment account now is an excellent way to harness the value of time.
The Wealthie Checklist
1
Open an Investment Account for Your Child
You’ll oversee this account until your child turns 18.
CI Direct Investing accounts offer 5 curated ETFs built by Vanguard, one of the world’s most trusted financial brands.
2
Let Friends and Family Know
Loved ones can send Wealthie gift cards for birthdays, holidays, and special events.
You can also turbocharge your savings by setting up optional automatic deposits. Over time, small, consistent investments make a big difference!
3
Set It and Forget It!
Relax and raise your baby. Their future is in great hands.
Safety
Combines income and modest long-term capital growth.
Conservative
Combines income and moderate long-term capital growth.
Balanced
Combines long-term capital growth and moderate income.
Growth
Seeks to provide long-term capital growth.
Aggressive
Seeks to provide long-term capital growth.
The Future in Action.
Check out our compounding calculator to see the difference time can make to the money you invest for your child.
Fine Print Worth Reading
Most Wealthie Customers open non-registered investment accounts with the goal of saving money for their children’s future. These accounts can be well-suited to a young person's diverse needs in adulthood. Our curated portfolios are tax efficient for parents and built for long-term investment horizons.
Not sure which account or portfolio may be right for your child? Complete this onboarding and CI Direct Investing’s team will be happy to answer your questions.