WealthBar Email Format

Financial ServicesBritish Columbia, Canada11-50 Employees

WealthBar, now operating as CI Direct Investing, is a financial services firm based in Vancouver, British Columbia. Its core objective is to provide an easy and affordable way for individuals to build a brighter future, accessible to investors from modest start amounts to larger portfolios. The company offers low-cost investing options through diversified portfolios, financial planning tools, and an online investor dashboard.

It targets individual investors seeking straightforward, accessible wealth management, positioning itself in the digital, low-cost segment of the industry. The firm has a history of corporate development through acquisitions and partnerships, including its integration into CI Direct Investing following acquisition by CI Financial and a 2019 expansion through acquiring Snap Projections. Based in Vancouver, the company is part of Canada's broader financial services landscape and has collaborated with advisors and organizations to broaden access to online investing platforms.

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