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Mar 22, 22 (Updated: Aug 16, 22)

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1. Cidirectinvesting.com
Reviewer Edinburgh, United Kingdom 3 years ago

CI Direct Investing: Online Wealth Management Platform ...

https://www.cidirectinvesting.com/

WealthBar Financial Services Inc. doing business as CI Direct Investing (“CI Direct Investing”) and WealthBar (“WealthBar”), is a registered Portfolio ...

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Checked At HTTP Status Code Connect Time (ms) Result
2025-08-20 05:17:22 200 127 Page Active
2025-08-09 14:52:29 200 126 Page Active
2025-08-05 12:59:20 200 29 Page Active
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2. Wealthsimple.com
Critic Spain 3 years ago

Wealthsimple vs Wealthbar (CI Direct) - 2021 Comparison

https://www.wealthsimple.com/en-ca/learn/wealthsimple-vs-wealthbar

CI Direct Investing (formerly Wealthbar) is a registered portfolio manager and full Life Insurance Agent in British Columbia and Ontario. They describe ...

6
0
3. Pmac.org
Outspoken Aalten, Netherlands 3 years ago

CI Direct Investing | WealthBar Financial Services Inc. - PMAC

https://pmac.org/firm/wealthbar-financial-services-inc/

WealthBar is making investing easier for all Canadians. Main Street Canadians can finally access the opportunities that the ultra-rich use to build wealth. Our ...

4
1
4. Savvynewcanadians.com
Organizer Wollongong, NSW, Australia 3 years ago

CI Direct Investing Review 2022 (formerly WealthBar) - Savvy ...

https://www.savvynewcanadians.com/ci-direct-investing/
3
0
5. Wealthawesome.com
Announcer Waterloo, ON, Canada 3 years ago

WealthBar Review 2022: Canada's 1st Robo-Advisor - Wealth ...

https://wealthawesome.com/wealthbar-review/

What Investment Accounts Can You Use With WealthBar? WealthBar Login and Register; WealthBar vs. Wealthsimple; You Should Use ...

0
1
6. Assanteconnect.com
Editor Australia 3 years ago

Privacy Policy - Assante Connect - Online Wealth Management

https://www.assanteconnect.com/privacy

This Privacy Notice applies to the operations of Wealthbar Financial Services Inc., doing business as CI Direct Investing, WealthBar, Assante Connect or PPI ...

4
1
Curious Noida, India 3 years ago

Assante Connect - Online Wealth Management

https://www.assanteconnect.com/

Assante Connect is a division of WealthBar Financial Services Inc (“WealthBar”). CI Direct Investing is a registered Portfolio Manager in all provinces and ...

3
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7. Ppivalet.ca
Explainer Germany 3 years ago

PPI Valet

https://www.ppivalet.ca/

Something went wrong. Try again later or contact us. PPI Valet · Sign InCreate Account. Elevate your practice into the digital age.

3
1
Announcer Berlin, Germany 3 years ago

Privacy Policy - PPI Valet

https://www.ppivalet.ca/privacy

This Privacy Notice applies to the operations of Wealthbar Financial Services Inc., doing business as CI Direct Investing, WealthBar, Assante Connect or PPI ...

4
1
8. Newswire.ca
Disciplined Falkenberg, Sweden 3 years ago

CI Financial extends ownership of WealthBar to 100%

https://www.newswire.ca/news-releases/ci-financial-extends-ownership-o...

WealthBar is a leading Canadian online wealth management and financial planning platform offering easy online investing portfolios, along with ...

5
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9. Cbinsights.com
Informed Toronto, Canada 3 years ago

WealthBar Headquarter Location - CB Insights

https://www.cbinsights.com/company/wealthbar

WealthBar provides an online investment service that matches clients with a dedicated online advisor to coach them through a comprehensive financial plan ...

2
1
10. Snapprojections.com
Announcer Houston, TX 3 years ago

Snap Projections Joins Forces With WealthBar

https://snapprojections.com/snap-projections-joins-forces-with-wealthb...

WealthBar shares our vision of ensuring all Canadians can access professional financial planning. This partnership means we're gaining resources that will help ...

1
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11. Bloomberg.com
Refiner 3 years ago

WealthBar Financial Services Inc - Company Profile and News

https://www.bloomberg.com/profile/company/1401943D:CN

WealthBar Financial Services Inc. provides financial planning and investment advisory services. The Company offers portfolio management and consulting ...

7
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13. Cifinancial.com
Teacher 3 years ago

CI Financial Homepage

https://cifinancial.com/

Rebranded the company and its subsidiaries, as WealthBar Financial ... CI Assante Wealth Management and CI Direct Investing launched CI Assante Connect, ...

4
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14. Crunchbase.com
Reviewer Richmond, Richmond, VA, USA 3 years ago

WealthBar - Crunchbase Company Profile & Funding

https://www.crunchbase.com/organization/wealthbar

WealthBar is building Canada's first online portfolio management services. This brings together technology, financial advice and expert portfolio management ...

5
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15. Pitchbook.com
Reviewer 3 years ago

WealthBar Company Profile: Acquisition & Investors | PitchBook

https://pitchbook.com/profiles/company/103192-84

Information on acquisition, funding, investors, and executives for WealthBar. Use the PitchBook Platform to explore the full profile.

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16. Theglobeandmail.com
Explainer Russia 3 years ago

CI Financial buys remaining stake in WealthBar, will create CI ...

https://www.theglobeandmail.com/business/article-ci-financial-buys-rem...

CI Financial Corp. Follow. You must be logged in to follow.Log InCreate free account · Virtual Brokers.

1
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Editor Slovakia 3 years ago

CI Financial to launch Assante Connect online investing ...

https://www.theglobeandmail.com/business/article-ci-financial-to-launc...

CI Financial to launch Assante Connect online investing platform based on WealthBar's technology ... This article was published more than 2 years ...

7
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17. Paulleecabinetmakers.com.au
Legendary Granada, Spain 3 years ago

Wealthbar Login - Login page - Paul Lee Cabinetmakers

https://paulleecabinetmakers.com.au/wealthbar-login/

Wealthbar Login - Login page. ... Are you looking for Wealthbar Login? ... WealthBar Financial Services Inc. doing business as CI Direct Investing (CI ...

7
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18. Mondaq.com
Scholar 3 years ago

Snap Projections Acquired By WealthBar Financial Services

https://www.mondaq.com/canada/financial-services/860650/snap-projectio...

Login to Mondaq.com · Why Register with Mondaq · Your Organisation · Canada: Snap Projections Acquired By WealthBar Financial Services.

3
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19. Milliondollarjourney.com
Reviewer 3 years ago

CI Direct Investing (Wealthbar) Review 2022 - Million Dollar ...

https://milliondollarjourney.com/ci-direct-investing-review-2020-forme...

When you first sign up with CI Direct Investing, you'll be matched to the right investment based on your goals and risk profile. You can connect ...

3
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Frequently Asked Questions

Who owns CI Direct Investing?

CI Financial

What is NEST wealth?

Nest Wealth is one of Canada's first robo advisors, providing clients with low-cost, low-maintenance investing. They have a unique fee structure that uses flat monthly fees instead of a percentage-based commission.

What is a Questwealth account?

Intelligent, lower fee portfolios designed by experts to help you achieve your financial goals faster.

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Recent Tweets By cidirectinvest

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@CIDirectInvest Feel stuck working away without enjoying the fruits of your labour? It’s all about finding the right balance – and we found it for you! Sign up with CI Direct Investing and we’ll send you a copy of Andrew Hallam’s new book, Balance. Learn more: https://t.co/o0w3COMOak https://t.co/eY42tWZcyh
2022-12-29 02:03:02
Lamp
@CIDirectInvest Uncover a wealth of information on how to save for early retirement through RRSPs—Canada's go-to retirement saving tool. 💸 https://t.co/t9NC2ZUEHc
2022-12-28 01:01:35
Lamp
@CIDirectInvest Happy holidays! From all of us at CI Direct Investing, we hope you and your loved ones have a safe and joyous holiday season. 🎁❄️ https://t.co/v4GVg5MchU
2022-12-23 02:04:41
Lamp
@CIDirectInvest Contrary to its name, the Tax-Free “Savings” Account is good for more than just saving money. 💰 See how your #TFSA can help you #invest in better financial results. 📈 https://t.co/6o7Lmqc6To
2022-12-20 02:03:31
Lamp
@CIDirectInvest To those celebrating, may this #festivaloflights fill your lives with a wealth of joy and positivity. Happy Hanukkah from CI Direct Investing! #Hanukkah https://t.co/nKZHBt0huC
2022-12-16 02:04:04
Lamp
@CIDirectInvest TFSA vs. RRSP, which is better? 🤷 Find out as we compare #TFSAs and #RRSPs and how to pick the right #tax efficient account for your #financialgoals. https://t.co/p22j5NeCyd
2022-12-15 02:03:42
Lamp
@CIDirectInvest Can you do good and make money at the same time? Yes, Our low-fee, globally diversified Impact Portfolios are designed for both impact and performance. #ImpactPortfolios https://t.co/Xf6DxSWTiY https://t.co/Zvf6oG71HB
2022-12-14 12:02:30
Lamp
@CIDirectInvest They’re like ready-made meals assembled by a chef with the best ingredients. Our ETF portfolios hand-pick #ETFs and swirl them together to meet different objectives at great value. #ETFPortfolios https://t.co/dBRjHx3rwX https://t.co/Avh5krasgD
2022-12-12 06:03:54
Lamp
@CIDirectInvest Get the basics on how in-trust for accounts work so you can be sure your #assets are passed on as you wish. #taxplanning #estateplanning https://t.co/fYrIeqrvC6
2022-12-07 12:02:24
Lamp
@CIDirectInvest RRSP contribution rules don't need to be confusing! We can help you get the most out of your retirement savings. 😎 Learn more: https://t.co/3yMEoNX0Vx
2022-12-06 02:03:35
Lamp
@CIDirectInvest Saving is predictable – but you can potentially earn more by #Investing. Understand the differences to decide how much to save and invest. https://t.co/VRA6YclDHF
2022-12-02 01:02:19
Lamp
@CIDirectInvest Simplify the distribution of your estate by naming a beneficiary or successor on your RRSP, TFSA and RRIF. Learn more. #EstatePlanning https://t.co/LSsYRKMN1C
2022-11-30 01:02:31
Lamp
@CIDirectInvest How good do you feel about your investments? Our low-fee, globally diversified Impact Portfolios make it easy to invest for impact and performance. That feels good! #ImpactInveting #ImpactPortfolios https://t.co/H3qm4srAUk https://t.co/va88W1ku6p
2022-11-28 06:02:53
Lamp
@CIDirectInvest So many #ETFs, so little time? Leave the selection process to our ETF portfolios. You’ll get professional diversification at great value – and free up time too. #ETFPortfolios https://t.co/bZa4lN6EXn https://t.co/ebvtVwRYKo
2022-11-23 01:02:32
Lamp
@CIDirectInvest HISA. ISA. #ETFs. They may just look like a bunch of letters, but they represent three ways for savers to benefit from rising #interestrates. Not sure what to do as rates move higher? We can help you make your choice. https://t.co/qIlgZy7O7H
2022-11-21 06:02:35
Lamp
@CIDirectInvest It’s never too early to start the journey towards #FinancialLiteracy. Here’s how to start the conversation with your kids. https://t.co/qmfV4LicT6
2022-11-15 02:02:34
Lamp
@CIDirectInvest Learn how #automating your savings can reduce stress, improve your mental and physical health, and help you achieve your long-term #financialgoals. https://t.co/rPAfwOxa2y
2022-11-14 07:03:10
Lamp
@CIDirectInvest This #RemembranceDay, join us in honouring the Canadians who fought and died in the name of peace and freedom in our nation. For those that continue to serve our country at home and abroad, Thank You. #LestWeForget https://t.co/WuneUnyWXW
2022-11-11 05:05:13
Lamp
@CIDirectInvest Acting on fear can make things worse. Help avoid costly mistakes in volatile markets by learning how we all assess proximity, novelty and urgency in a stressful situation. https://t.co/l3DZ1gzv1D
2022-11-10 03:04:24
Lamp
@CIDirectInvest Can you do good and make money at the same time? Yes, Our low-fee, globally diversified Impact Portfolios are designed for both impact and performance. #ImpactPortfolios https://t.co/OL7aAO2GHn https://t.co/qVtF8smM6N
2022-11-08 03:04:10
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Overview
Contributors
24
Reactions
139
Views
700
Updated
3 years ago
Contributors
Critic
Spain
Level 7
Outspoken
Aalten, Netherlands
Level 6
Organizer
Wollongong, NSW, Australia
Level 8
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Waterloo, ON, Canada
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Australia
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