How can we help?

What is involved in my free financial planning session?

CI Direct Investing's financial planning tools will give you a detailed overview of your current financial situation and help you plan for your future. To help get you started, we offer a free professional review of your Plan by one of our financial advisors. There is no commitment required for this service. All CI Direct Investing clients also receive regular ongoing reviews with your advisor to help keep your Financial Plan on track.

Was this article helpful?

Can’t find the answers you’re looking for?

Our customer care team is here for you.

Contact Support