CI Investments’ Family Preferred Pricing

Family Linking on CI Investment Assets

CI Investments has launched a Family Linking program to help families reduce their investment management fees.  Unit holders now have the opportunity to receive the fee rate of the combined family asset value.

Spouses, siblings, parents, great grandparents and children are all able to be linked.  The linking is done in the background and your account privacy stays as it is today.  You can learn more about the program by clicking here.

If you would like to know more about how this program can benefit you and your family feel free to give me a call – 416.939.2000.

July 10, 2017

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