It offers comparable pricing and on-boarding for new clients, and a similar user experience with a great online and mobile platform. WealthBar (Now CI Direct Investing) fits nicely into Canada’s robo-advisor landscape as an alternative to Wealthsimple and Nest Wealth. In January 2019, CI Financial announced it had completed its acquisition of a majority stake in WealthBar.
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Of course, the growing team also includes marketers, software developers, graphic designers, and much more. The other members of WealthBar (Now CI Direct Investing) impressively include portfolio managers, CFA designates, and financial advisers – all of whom have a fiduciary duty to their clients. When Tea and Chris wanted to make financial advice available for the other 99%, they created WealthBar (Now CI Direct Investing) with John’s support. They both worked on and off for John Nicola, owner of Nicola Wealth, who has a clientele comprised of high net worth individuals and has $6.4 billion in assets under management. Tea worked as a financial advisor, while Chris got started in the financial world working for his father’s wealth management company, but also cut his teeth as a software and web developer. Vancouver-based WealthBar (Now CI Direct Investing) launched in 2014 by co-founders and husband and wife team Tea and Chris Nicola. Under this new brand, clients continue to have access to professionally managed portfolios and financial advice at their fingertips. CI Direct Investing is part of CI Financial, one of the country’s largest investment companies. WealthBar formally rebranded as CI Direct Investing on August 5, 2020.
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