WealthBar with respect to CI Financial’s acquisition of a majority stake in WealthBar


WealthBar Financial Services Inc.




Mergers and Acquisitions

Date Closed

January 2019



Lead Office


On January 23, 2019, WealthBar announced the completion of their purchase transaction whereby CI Financial Corp. acquired 75% of WealthBar’s issued and outstanding common shares.

WealthBar is one of Canada’s leading wealth management and financial planning robo-advisory firms for retail investors and portfolio advisors.

Established in 1965, CI is one of the largest investment companies in Canada and has over $173 billion in fee-earning assets.

Osler, Hoskin & Harcourt LLP represented WealthBar with a team consisting of Mark Longo, Patrick Sullivan and Tara Folk (Corporate), Adam LaRoche (Employment & Labour), Lori Stein (Investment Funds and Asset Management), Sam Ip (Technology) and Dov Begun (Tax).

Mark Longo - Technology Lawyer
Key Contact

Mark Longo

Partner, Emerging and High Growth Companies

Lori Stein

Lori Stein

Partner, Corporate Department

Patrick has a broad corporate practice with an emphasis in securities, mining and corporate gover..

Patrick Sullivan

Associate, Corporate

Dov  Begun

Dov Begun

Partner, Taxation

Sam Ip

Sam Ip

Associate, Technology

Adam LaRoche

Adam LaRoche

Associate, Employment & Labour and Privacy & Data Management

Tara has completed her third year of the J.D./M.B.A. program at the University of British Columbia.

Tara Folk

Associate, Emerging and High Growth Companies