What is changing?
There is a proposed change to the legal entity under which your investment account is held.
Specifically, WealthBar Financial Services Inc. (operating as CI Direct Investing) is expected to amalgamate into CI Investment Services Inc. (CIIS), subject to regulatory approval. We are sharing this information to ensure transparency and to keep you informed ahead of the anticipated transition.
What will change?
To provide clarity during this transition, the table below outlines the key aspects of your account and service following the amalgamation.
Items |
Will it Change? |
Custodian |
No |
Account Type and Number |
No |
Investment Holdings |
No |
Fees & Fee Schedule |
No |
Login Access to Client Portal |
No |
Team Members |
No |
References to Wealthbar Financial Services Inc. |
Yes |
Firm's Registration |
Yes |
How does this change affect me?
There is no impact to your day‑to‑day experience. This is a legal and administrative change only. The goal is to maintain continuity while aligning your account under CI Investment Services.
Why is CI Direct Investing making this amalgamation?
To streamline our operations and strengthen how we deliver services to you. As affiliated firms under the same parent company, this change allows us to align our structure more efficiently and build a stronger foundation for future innovation, while continuing to provide the high level of service you expect.
Will my wealth advisor or service team change?
No. Your wealth advisor and service team at CI Direct Investing will continue to support you just as they do today.
You will continue working with the same team and receiving the same level of service and support.
Who should I contact if I have questions?
If you have any questions about the proposed amalgamation or how it may affect you, please contact us at info@cidirectinvesting.com.
Our team is here to support you and ensure your experience remains smooth and uninterrupted throughout the transition.
