This website is published by CI Investments Inc. It is provided as a general source of information and should not be considered personal investment advice or an offer or solicitation to buy or sell securities.
Ce site Internet est publié par Placements CI. Il est fourni à titre d’information générale et ne devrait pas être considéré comme un conseil de placement personnel ou une offre ou sollicitation à acheter ou vendre des titres.
Êtes-vous un conseiller financier enregistré au Canada ?
Effective July 15, 2016 your investment clients will see the total fees and commissions paid to your dealer on their investment accounts - in actual dollars. The Professional Development team at CI is committed to helping you thrive in the new regulatory environment and ensure your clients understand the value of your advice.
Below you will find practical presentations and tools to help you articulate, demonstrate and document your value to make fee conversations with your clients a non-issue.
Advisor Presentations
Some of the presentations below have accompanying notes. To view the notes, select the PDF or select the PPT and then “Save” to download the file to your computer and open it with PowerPoint. If you select PPT and “Open”, the presentation will play in slideshow mode. Clicking on the slide with your mouse will advance the slides with animation.
