Finvilo
CI Direct Investing
CI Direct ESG Portfolios
Managed portfolios designed to align with investor values.
- Approach
- Align your investments with your values
- Management
- Professional management with unlimited advice
Managed portfolios
Part of Investing
Compare investing services by the investments available, the total fees and how much help you need. No platform or investment can promise returns.
Compare the 6 listed products below. Open a product for its terms and source links. Missing terms are not confirmed.
CI Direct Investing
CI Direct ETF Portfolios
Professionally managed global ETF portfolios with unlimited advice.
- Management
- Professional management with unlimited advice
- Access
- Automated investment and savings app
CI Direct Investing
CI Direct Investing Managed Portfolios
Professionally managed portfolios with access to CFP advice. Tiered management charges apply in addition to underlying fund expenses.
- Additional costs
- Underlying portfolio MERs apply separately.
- Advice
- Access to a CFP professional.
- Management fee
- 0.60% on first CAD 150,000; 0.40% on next CAD 350,000; 0.35% above CAD 500,000 annually.
CI Direct Investing
CI Direct Private Portfolios
Portfolios that add private and alternative assets.
- Investments
- Private and alternative assets
- Management
- Professional management with unlimited advice
Questrade
Questwealth Portfolios
Questrade's managed ETF portfolios, built and rebalanced by its portfolio team.
Full details for Questwealth Portfolios (opens in new tab)Wealthsimple
Wealthsimple Managed Investing
A robo-advisor that builds and rebalances a diversified ETF portfolio for you based on a short questionnaire.
- Management fee
- Core 0.5%; Premium 0.4% ($100,000+); Generation 0.2% to 0.4% ($500,000+)
What to check before choosing managed portfolios
Total fees
Compare trading commissions, management costs, fund expenses and account fees.
Investment choices
Check eligible investments, account types and currency conversion costs.
Risk and support
Understand market risk and whether the service provides advice or only order execution.
Historical performance does not guarantee future results. Investment losses may not be covered by investor protection.
Before you visit a provider
Confirm current fees, rates and eligibility directly with the provider. Product terms can change over time. A listed product is not a recommendation or a promise of approval.
Availability must be confirmed for your province or territory. If product-specific location or eligibility information is missing, it is not confirmed.
For further guidance, visit Canadian Securities Administrators.
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