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Investissement direct CI CI Direct Investing
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INVESTING FOR THE 100%.

Whether you've got $1,000 or $1 million, we make accessing professionally
managed investments and financial advice ridiculously easy.

Start Investing




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.

Learn More




SMARTER TECHNOLOGY, SMARTER SAVINGS.

Build better savings habits with our easy automated savings and investment app.
Check in on your investments and get financial advice right from your phone.


Phone running CI Direct Investing


LOW FEES. HAPPY WALLETS.

With fees that are less than 1/2 of a typical mutual fund, more of your money
stays invested.

Starting amount: $10,000
Ongoing: $200 a month
CI Direct Investing $182,929
Typical mutual fund $140,329
Save $42,600 d'économies ! more!
Time invested: 30 years
How did we calculate this?

The mutual fund results assume an average cost of investing in mutual funds of
1.93%†. The CI Direct Investing results assume CI Direct Investing's management
fee plus the 0.25% MER of our Balanced ETF portfolio.

The graph assumes both have a 7% rate of return before fees and a 2% rate of
inflation. This illustration is for fee comparison purposes and not a
representation of actual future investment performance.

†: Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios –
Strategic Insights, June 2019


ROBO-ADVISOR CONVENIENCE FOR TIME-CRUNCHED HUMAN BEINGS.

WE'LL MATCH YOU TO THE RIGHT INVESTMENT.

We'll help you find the right account type and investment portfolio for your
goals.

WE TAKE CARE OF THE DAY-TO-DAY.

We manage and balance your portfolio for you — so you can spend more time doing…
well, anything.

FEEL CONFIDENT ABOUT YOUR FUTURE.

Stay connected to your money and get financial advice right from our easy-to-use
mobile app or website.

Start Investing

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WHY CI DIRECT INVESTING

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WealthBar Financial Services Inc. doing business as CI Direct Investing (“CI
Direct Investing”) and WealthBar (“WealthBar”), is a registered Portfolio
Manager in all provinces and territories in Canada. Cash and securities held in
your account are protected by the Canadian Investor Protection Fund up to $1
million per account through our third-party custodians within specified limits,
if they were to go insolvent. Visit CIPF to learn more. Visualizations are for
illustrative purposes and don't represent actual performance.

Any performance provided is for informational purposes only and is not to be
considered as investment advice. Portfolio performance is not guaranteed. The
value of your investment can go down, up and change frequently. Past performance
is not indicative of future returns. There may be significant differences
between the investment portfolios that are not discussed here, including
different investment objectives and risk factors. You should always consider, in
any investment decision, your investment objectives, needs, circumstances,
restrictions, tolerance for risk, financial goals and investment time frame.

Although CI Direct Investing believes the obtained information provided from
third-party sources to be reliable, CI Direct Investing does not guarantee the
information and disclaims any liability associated with the use of these
performance results. For full details of calculation please
contact:info@cidirectinvesting.com.

†

© 2024 WealthBar Financial Services Inc. All rights reserved.