CI Direct Investing
CI Direct Investing, a registered business name of WealthBar Financial Services Inc., offers an array of managed investment portfolios along with personalized financial advice and planning. As a portfolio manager registered under Canadian securities legislation, it aims to simplify the investment process and help clients meet their financial goals.
The company provides various account types and investment options, including ETF portfolios, impact portfolios, and private investments, all designed to deliver broad diversification and competitive pricing. With an emphasis on smart technology and professional financial guidance, CI Direct Investing seeks to empower clients to grow their wealth effortlessly and responsibly.
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