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CI Direct Investing (formerly WealthBar)

Avg. Rating: 5.0 (3 reviews)

CI Direct Investing (formerly WealthBar) offers easy online investing portfolios and low-fee ETFs, along with unlimited, commission-free advice. Whether you’ve got $1,000 or $1 million, you get access to professionally managed investments and financial advice through CI Direct Investing. The founders of CI Direct Investing pioneered the robo-adviser model in Canada in 2012. CI Direct Investing’s team of financial advisers, client support experts and others are helping Canadians from coast to coast.

“WealthBar formally rebranded as CI Direct Investing on August 5, 2020. CI Direct Investing is part of CI Financial, one of the country’s largest investment companies. Under this new brand, clients continue to have access to professionally managed portfolios and financial advice at their fingertips.” – CI Direct Investing.

TIME IN BUSINESS: Since 2012
# OF CUSTOMERS: Over 1,000

Visit Site & Sign Up

1-866-739-2523

info@cidirectinvesting.com #490 - 1122 Mainland Street Vancouver, B.C., V6B 5L1

Call Center: N/A

Support Offered:

Phone Support
Email Support
Social Media
FAQ's
Webchat
Blog
Mobile App

Availability: All of Canada

Products Offered

Below are all the products offered by this company.

How It Works:

Get a professionally managed portfolio in minutes.

Invest in thousands of companies from around the world, ⁠all professionally selected and managed to help grow your money.

CI Direct Investing (formerly WealthBar) takes a low-risk, long-term approach to investing. Managing volatility and focusing on cashflow is how they help you get to a comfortable retirement.

CI Direct Investing (formerly WealthBar) offers ETF Portfolios as well as Private Investment Portfolios

Pricing:

Management fees

As of August 2020, CI Direct Investing management fees (excluding the funds’ underlying MER) range from 0.35-0.6% based on the assets under management.

Specifically:

First $150,0000 – 0.6% annually
Next $350,0000 – 0.4% annually
Above $500,0000 – 0.35% annually

For example: the annual fee on a $25,000 account would be $150 (at 0.60%).

Benefits:

A dedicated Financial Planner

Trading Fees included

Estate Planning

Issuance needs analysis

Tax optimization

Corporate tax planning

Investment assessment

Frequently Asked Questions About CI Direct Investing (formerly WealthBar)

What is CI Direct Investing?

CI Direct Investing offers easy online investing portfolios and low-fee ETFs, along with unlimited, commission-free advice.

Is CI Direct Investing Safe?

CI Direct Investing has been in business since 2012 and has helped thousands of Canadians with Investing online. Their have an app that's available through Google Play with a rating of 4.7 out of 5 stars from over 190 customers.

What Products and Services Does CI Direct Investing Offer?

CI Direct Investing offers online investment services. CI Direct Investing customer's can invest in ETF Portfolios as well as Private Investment Portfolios.

What does it cost to use CI Direct Investing?

CI Direct Investing charges a fee as a percentage of your total investment. They have 3 different levels of pricing. The first level is for any investments up to $150,000 the fee is 0.60%. For the next $350,000 of investment the fee is 0.40%. Lastly, for any investment over $500,000 the fee is 0.35%.

Can I Signup to CI Direct Investing Online?

Yes, you can signup to CI Direct Investing online by visiting their website or you can download CI Direct Investing's app.

Which Areas is CI Direct Investing Available in?

CI Direct Investing is available all over Canada.

What Kind of Customer Support Does CI Direct Investing Offer?

CI Direct Investing offers phone and email support. They also have a mobile app, web chat with an advisor, and a blog with useful readings about finance and investing topics.

What is the minimum investment on CI Direct Investing?

With CI Direct Investing your account won't be invested in your portfolio until you reach $1,000.

How long does it take to withdraw funds from CI Direct Investing?

In most cases funds can be in your Canadian bank account in approximately 10 business days from the time you make a withdrawal request from CI Direct Investing.