WealthBar

WealthBar, now CI Direct Investing, was an early Canadian online investment company or ‘robo-investor’.

Competitors advertised with misleading savings claims, attacks on advisor costs, app features and jargon. Or with philosophical anthems boosted by large media budgets.

In contrast, WealthBar offered something our target audience of ‘active researchers’ were happy to pay for: access to managed funds and financial advice previously available to only the very wealthy.