Preferred Pricing.

Automatically Applied.

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.

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Click on CI Preferred Pricing or CI Private Wealth below for details

CI Preferred Pricing
CI Private Wealth

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

  • Starting at the $150,000 per account level, preferred pricing reductions are automatically applied to management and administration fees for Class A (ISC) and Class F assets.
  • As your assets grow, so do the fee reductions – additional discounts automatically apply at the $500,000,$1 million, $2.5 million and $5 million asset level.

Extended family pricing

  • Preferential pricing can be extended to family members, even those who live at different addresses.
  • Multiple accounts for an individual investor or extended family members can be linked for pricing purposes once a threshold of $250,000 is reached.

Ease of business

  • CI automatically applies preferential pricing to client assets with reclassification switches – each week. No paperwork, no need to learn new fund codes for purchases. CI does all the work.
  • The automatic reclassifications do not make use of rebates and are non-taxable events.

Choice and flexibility

  • Enjoy the benefits of reduced fees while building a portfolio that meets your individual needs.
  • Preferred pricing is available across a broad choice of investment mandates, styles and asset classes.
  • Flexible fee options.

Watch for more information about the launch of CI Preferred Pricing™.

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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™

  • CI Private Wealth delivers greater value through the power of preferred pricing starting at the $150,000 per account level. Preferred pricing reductions are automatically applied to management and administration fees for Class A (ISC) and Class F assets.
  • Additional fee discounts are available at subsequent asset levels of $500,000, 1 million, $2.5 million and $5 million asset level.
  • Preferential pricing can be extended to family members, even those who live at different addresses, once a threshold of $250,000 is reached.
  • Flexible fee options.

Choose from world-class investment options

  • CI Private Wealth offers a broad choice of portfolio management expertise and a wide range of investment mandates, styles, asset classes and product platforms.
  • This flexibility includes tax-efficient investment options for accumulating wealth or providing cash flow.

Stay on track with enhanced reporting

  • Stay informed with real-time access to accounts and an online tax package at year-end.
  • Choose from individual or consolidated reporting. By linking extended family accounts for consolidated reporting purposes, accounts with an aggregate of $250,000 or more can be viewed as a single portfolio, providing a clear overview of all family registered and non-registered assets.

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.