CI Direct Investing is an online investing firm that manages investments for thousands of Canadians across the country. CI Direct Investing has deep roots in wealth management and exclusive relationships that allow them to offer premium investment options without the premium price tag.
Through Seed Financial Service’s unique partnership with CI Direct Investing, you get access to these exclusive investments with me as your investment advisor to help you plan for and reach your goals.
Through the platform we are able to get a bird’s-eye view into your investments, giving me more insight into how we’re progressing towards achieving your goals and therefore, better equipped to help you.
If you are interested in opening a CI Direct Investing savings or investment account please schedule an appointment to meet with one of our advisors.