CI’s money management and operational excellence have earned widespread industry recognition over the years, highlighting the consistent quality of its portfolio managers and selection of investment mandates, all of which are available to PIM investors. Read more
Consolidate your assets
Client and family accounts can be linked to create a clear household financial picture, reduce fees and maximize tax efficiency across multiple account types. Consolidated accounts are supported by value-added features including managed solutions, enhanced reporting, portfolio rebalancing and a proposal tool. Read more
- Program entry at the $100,000 per investor, per mandate level.
- Family account linking available when household assets reach $250,000.
- Progressive pricing based on account, or household, starting at $250,000.
- Wide variety of investment options, including guaranteed cash flow solutions.
- Tax efficiency.