CI Direct Investing
CI Direct Investing, a registered business name of WealthBar Financial Services Inc., provides accessible online wealth management through managed investment portfolios and personalized financial advice. They focus on offering a range of investment options, including ETF and Impact Portfolios, designed to help clients meet their financial goals while ensuring broad diversification and professional management.
With an emphasis on flexibility and choice, CI Direct Investing utilizes smart technology to deliver automated investment and savings solutions. Their financial planners are available to assist clients in developing tailored financial plans, all while maintaining competitive pricing for various account types.
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