Company Information

Get to know WealthBar

Founded in 2014 by Tea and Chris Nicola, WealthBar Financial Services Inc. was a pioneer in Canada's digital wealth management sector. The company provided accessible and low-cost investment management through diversified ETF portfolios, along with personalized financial planning from dedicated advisors. In 2020, WealthBar was acquired by CI Financial Corp., a prominent Canadian financial services company. Following the acquisition, WealthBar was merged with CI's other digital platform, Virtual Brokers, and was subsequently rebranded to CI Direct Investing, which continues the mission of providing online investing, financial planning, and access to private investment opportunities.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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WealthBar

Canada

Founded in

01 सित. 2012 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.