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.

Founded in

Canada