CPA MEMBERS START HERE TODAY!

CI Direct Investing offers straightforward online investing along with unlimited financial advice. We make investment strategies long favoured by high-net-worth investors and financial planning available to every Canadian, regardless of how much they have to invest.

Flexibility and choice

We offer investments and account types designed to help you meet your goals. They offer broad diversification and professional management.

ETF

ETF Portfolios

Global opportunities with low fees.

Globe

Impact Portfolios

Align your investments with your values.

Investment type

Private Portfolios

Diversify with private and alternative assets.

windmills

ACCOUNT TYPES

The accounts you need to get where you want to go:

  • Corporate Accounts
  • TFSAs
  • RRSPs and RRIFs
  • RESPs
  • Locked In Plans
  • Trust Accounts
  • Individual Pension Plans
  • And more…
smiling woman looking at a phone

Smart technology. Professional Advice.

Once you’ve signed up and received your offer, you can go ahead and download our investment and savings app for android or apple.  Get personal financial advice, build better savings habits, and check on your progress – right from your phone.

SIGN UP
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Competitive Pricing

The more you invest, the more you save.

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GET STARTED TODAY.

Easy saving, investing and unlimited advice. Open an account in minutes.

INVEST

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.

 

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