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CI Direct Investing

Online portfolio management with professional advice and planning for Canadian investors.

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The service combines automated investment and savings tools with access to portfolio managers and financial planners. Portfolios are held with Canadian custodians that are members of the Canadian Investor Protection Fund. A separate brand, CI Direct Trading, provides self-directed order-execution-only brokerage services.

7 alternatives to CI Direct Investing

Ranked by how well each tool replaces CI Direct Investing: shared features, audience, price and popularity.

  1. Betterment

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    Covers 1 of 14 key features and has a free plan.

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  2. Wealthfront

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  3. Sharesight

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    Covers 0 of 14 key features and has a free plan.

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  4. Interactive Brokers

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  5. Public.com

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  6. InvestNext

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    37 out of 100 matchContact sales

  7. DriveWealth

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    Covers 0 of 14 key features.

    37 out of 100 matchContact sales