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Apr 1, 2022

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CI Direct Investing

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Online portfolio management services are provided by CI Direct Investing. Trading services are provided by CI Direct Trading.

CI Direct Investing, a registered business name of WealthBar Financial Services Inc. (“WealthBar”), is an online wealth management firm providing managed investment portfolios as well as personalized financial advice and planning. WealthBar is registered portfolio manager under the securities legislation in all provinces and territories in Canada.

CI Direct Trading, a registered business name of CI Investment Services Inc. (“CIIS”), an order-execution only discount brokerage for the self-directed investor who does not require any financial advice. CI Investment Services Inc. is a registered investment dealer under the securities legislation in all provinces and territories in Canada, and member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

WealthBar and CIIS are wholly owned subsidiaries of CI Financial Corp. (“CI Financial”), an independent company offering global wealth management and asset management advisory services.

2022 CI Direct Investing and CI Direct Trading

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