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CI Direct Investing

We list 7 CI Direct Investing products, grouped by type below. Details come from CI Direct Investing's own published pages; anything it does not publish is left out. We have not personally tested these products.

Official CI Direct Investing website

High-interest savings

Managed portfolios

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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.
Full details for CI Direct Investing Managed Portfolios (opens in new tab)

RESP

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CI Direct Investing

CI Direct Investing RESP

Education savings account in the managed-investing lineup. Grants depend on eligibility and plan rules, while investment fees still apply.

Purpose
Post-secondary education saving.
Government benefits
Grants may be available subject to eligibility.
Account type
Registered Education Savings Plan.
Full details for CI Direct Investing RESP (opens in new tab)

RRIF

Rates and fees change. Confirm current terms with CI Direct Investing before applying. General information, not personalized advice.