CI Investments to launch new offerings focused on reduced fees and designed with investors and advisors in mind.
CI Preferred Pricing and CI Private Wealth make use of the same pricing model. Client-name accounts are auto-enrolled in the CI Private Wealth program.
Click on CI Preferred Pricing or CI Private Wealth below for details
CI Preferred Pricing™ is all about providing clients with automatic preferred pricing. The program follows a simple concept – the more assets you invest with CI, the larger the price discount that is available to you.
Preferred pricing
Extended family pricing
Ease of business
Choice and flexibility
Watch for more information about the launch of CI Preferred Pricing™.
Learn More
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Investors can combine assets across all CI mutual funds and segregated funds for consideration in qualifying asset level totals; labour sponsored funds and closed end fund products sold by CI Investments are not eligible for consideration. ®CI Investments and the CI Investments design are registered trademarks of CI Investments Inc. ™CI Preferred Pricing and CI Private Wealth are trademarks of CI Investments Inc.
Managing your wealth effectively requires a superior level of care and efficiency. CI Private Wealth™ offers affluent and high net worth investors a valuable combination of benefits, including extended family preferred pricing, world-class investment options and consolidated, simplified account management, all available starting at the $150,000 per account level.
Includes all the benefits of CI Preferred Pricing™
Choose from world-class investment options
Stay on track with enhanced reporting
Watch for more information about the launch of CI Private Wealth™.
Learn More
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Investors can combine assets across all CI mutual funds and segregated funds for consideration in qualifying asset level totals; labour sponsored funds and closed end fund products sold by CI Investments are not eligible for consideration. ®CI Investments and the CI Investments design are registered trademarks of CI Investments Inc. ™CI Preferred Pricing and CI Private Wealth are trademarks of CI Investments Inc.