Seed Financial Services investment advisory can now deliver more investment options to their clients thanks to a partnership with robo-advisor CI Direct Investing.
“This new and easy-to-use online investment platform will help us to serve clients and grow our business, faster and with less paperwork,” said Robert Johnston of Seed Financial Services. “Now our clients can take advantage of lower-cost wealth management, helping give them a higher return over time. At the same time, it’s an easier way for us to maintain our advisor-client relationship.”
Seed Financial clients will benefit from low-cost, professionally managed portfolios. CI Direct Investing will also handle regulatory compliance, monitoring and rebalancing of accounts. In the end, it’s a win-win for Canadians seeking access to premium investment portfolios that come at a lower cost.
About Robert Johnston, Financial Advisor with Seed Financial Services
Robert has had the privilege of working in the areas of business and finance for more than 20 years. Just over 13 years ago, after starting and running a successful business with his wife, he realized that he wanted to work more closely with individuals and families to help them make sound financial decisions. Robert started in the financial services industry with Investors Group, followed by Sun Life Financial. During his six years with Sun Life, he achieved Order of Merit recognition for providing distinguished service in wealth & insurance solutions. In 2019 Robert made the decision to start Seed Financial Services so that he could offer clients a higher level of service and financial solutions.
About CI Direct Investing
In August 2020 WealthBar became CI Direct Investing. CI Financial has been trusted by Canadians since 1965 and believes that every investor deserves thoughtful advice, unique investments, exceptional security, and unparalleled service. The goal of CI Direct Investing is to put CI Financials resources and experience to work for you. They offer professional, unbiased advice and a range of investment options, so that you can make the right decisions for your financial future.