We’re happy to provide clients invested with CI Direct Investing a complimentary copy of Andrew Hallam’s new book Balance as a part of our commitment to healthy financial futures.
Financial well-being isn’t just about how much money you make and save. Instead, a growing amount of research about how to increase happiness, health, and wealth is revealing that money is just one piece of a larger puzzle.
When it comes to your money, our portfolio managers are here to help you understand if strategies in this book are right for you and to answer your questions about investing, and a financial planner can work with you to build a financial plan so you can meet your goals.
Investing with confidence doesn’t need to be complicated. We exist to give you an easy and affordable way to build a brighter financial future, whether you’re starting with $1000 or $1 million.
Flexibility and choice
We offer investments and account types designed to help you meet your goals. They offer broad diversification and professional management.
ETF Portfolios
Global opportunities with low fees.
Impact Portfolios
Align your investments with your values.
Private Portfolios
Diversify with private and alternative assets.
Competitive pricing
The more you invest, the more you save.
Account types
The accounts you need to get where you want to go.
Get Started Today.
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