Higher collectively. WealthBar to change into a part of CI Monetary group

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Higher collectively. WealthBar to change into a part of CI Monetary group

Right now, I’m completely satisfied to announce that the WealthBar staff will start an thrilling new chapter as part of the CI Monetary group of firms.

I’m so pleased with all we’ve got achieved over the previous couple of years as one in every of Canada’s first “robo-advisors”. Throughout this time I’ve typically needed to weigh the selection to stay fiercely unbiased towards alternatives to develop quicker and do extra for our clients by becoming a member of forces with a robust associate. I’m completely satisfied to say that we’ve discovered a associate that enables us to decide on each.

CI has a protracted historical past of excellence and achievement as an unbiased, Canadian-owned international asset supervisor. They’re an unimaginable group and we’re proud to be a part of it.

For WealthBar the imaginative and prescient will all the time keep the identical: Ship the most effective monetary merchandise and recommendation to Canadian households in essentially the most handy and straightforward approach attainable. With the highly effective help of CI we take yet one more huge step in the direction of fulfilling that imaginative and prescient. 

To our companions and purchasers, we wish to affirm to you that we’ll stay the WealthBar you recognize and love. Our investments and costs will keep the identical. We’re dedicated to enhancing our net and cell experiences and have many thrilling new options deliberate. Most significantly, we are going to proceed to ship our best-in-class buyer expertise and monetary recommendation on-line WealthBar has come to be identified for.

We want to specific our deep and heartfelt due to all of WealthBar’s buyers, supporters, and naturally, our purchasers. Thanks for believing in us and persevering with to belief us to safe your monetary future. You’re the purpose all of us stand up within the morning and the explanation we’re right here at this time, celebrating this milestone.

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