CI Private Wealth™ offers a valuable combination of benefits, including automatic preferred pricing for you and your family, world-class investment options and enhanced account management.

Preferred pricing for you and your family

CI Private Wealth delivers greater value through the power of preferred pricing. Preferred pricing fee reductions are automatically applied to assets and begin at the $150,000 per account level or $250,000 per Family Group. Additional fee discounts are available at subsequent asset tiers of $500,000, $1 million, $2.5 million and $5 million.

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World-class investment options

CI Private Wealth offers you and your financial advisor the flexibility to build diversified customized portfolios tailored to your unique needs or to invest in a sophisticated managed portfolio.

Choose from a wide range of investment mandates, styles and asset classes from CI’s award-winning line up of investment strategies.

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Stay on track with enhanced reporting

Stay informed with real-time access to accounts and online year-end tax reporting.

Enhanced reporting options are available at the $250,000 per Family Group level, including the option to choose detailed individual or consolidated quarterly reporting.

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