Note about Class E, EF and O: CI Private Investment Management (PIM), which offers CI Fund Class E, EF and O securities, is closed to new investors effective July 28, 2017. After this date, only Existing PIM investors or PIM Household Groups as of July 28, 2017 (Existing PIM Household Groups), as well as investors or accounts eligible to join Existing PIM Household Groups, will be able to purchase Class E, EF and O securities.

Effective wealth management, today and for future generations

Managing your wealth effectively means more than simply pulling a product off the shelf – you need a tailor-made solution that can address your unique circumstances. CI Private Investment Management provides the essential elements to create the ideal investment portfolio that reflects your individual financial goals and priorities, today and in the future.

Award-winning record

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

Highlights

  • 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.
  • Award-winning portfolio managers.
  • Tax efficiency.
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