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 WealthBar pioneered the robo-adviser model in Canada in 2013. WealthBar’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@wealthbar.com #490 - 1122 Mainland Street Vancouver, B.C., V6B 5L1
Call Center: Mon - Fri: 9:00AM - 6:00PM
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 WealthBar?

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

Is WealthBar Safe?

WealthBar has been in business since 2013 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 WealthBar Offer?

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

What does it cost to use WealthBar?

WealthBar 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 WealthBar Online?

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

Which Areas is WealthBar Available in?

WealthBar is available all over Canada.

What Kind of Customer Support Does WealthBar Offer?

WealthBar 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 WealthBar?

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

How long does it take to withdraw funds from WealthBar?

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 WealthBar.

CI Direct Investing (formerly WealthBar) Reviews

Avg. Rating: 5.0 (3 reviews)
Great app

I really love their app. It's simple and easy to use, but offers you a lot of functions and detail. I've been using it for 3 years and it just keeps getting better.

Jim
Good returns

I've been investing with WealthBar for 2 years and have 10% returns so far. Very happy and I always recommend them to my friends.

Gina
Awesome design

Well designed app that is very easy to navigate while providing access to everything I would expect it to. The friendliness and responsiveness of the WealthBar team has also been exceptional. (via Google Play reviews)

Karl

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