CI Private PoolsTM

Specialized Solutions
For Affluent Investors

A curated collection of
exclusive investment solutions
for portfolio customization

MEETING THE NEEDS
OF EVOLVING WEALTH

As you achieve greater levels of wealth, your financial situation typically becomes more complex. Enjoy the choice, flexibility and peace of mind that come from specialized solutions designed exclusively to serve the needs of high net worth investors like you.

Investment solutions that span the wealth continuum

We offer a diverse lineup of investment options to ensure you have access to strategies that are well-suited to your unique financial situation and investment goals.

CI's comprehensive wealth offerings

CI PRIVATE POOLS

YOUR PORTFOLIO BUILDING BLOCK SOLUTION

Gain exclusive access to a broad range of 17 investment strategies spanning asset classes, geographic regions and investment styles, all offered within an easy-to-use, flat-fee solution and backed by trusted expertise and experience you can count on to meet your evolving needs.

CI Private Pools offer a wealth of features and benefits for affluent investors, including:

  • VARIETY – 17 private pools spanning the investable spectrum
  • FOCUS – Targeted strategies and specialized investment expertise
  • FLEXIBILITY – Allows your advisor to help you fully customize your portfolio based on your individual needs and risk profile
  • EXCLUSIVITY – $100,000 minimum investment (per private pool)
  • SIMPLIFIED PRICING – Easy to use, with a highly competitive, flat-fee structure

Your all-access pass to our best

With 17 targeted investment strategies overseen by specialist portfolio management teams, CI Private Pools provide you with exclusive access to an unparalleled range of our best portfolio building blocks, offering you choice and flexibility.

view the full lineup

OUR MANAGERS

Strategic focus, consistent discipline, proven track records of success – benefit from the enduring strength of CI’s portfolio management teams with your all-access pass to our best.

CI Private Pools engage a variety of leading boutique money managers to provide you with an incomparable selection of specialized expertise and experience.

Why CI Investments

Our dedication to our clients and our focus on their financial success have made us a trusted partner in wealth.

CI by the numbers

  • Over 1.3 million

    Canadians own our investment solutions

  • Over 35,000

    financial advisors have chosen CI Investments as a partner

  • Over $136 billion*

    in assets under management makes us one of Canada’s largest independent providers of wealth management solutions

    *Including affiliates, as of September 30, 2018

OUR CORE BELIEFS

The value of advice

We believe investors are most successful when they follow a sound financial plan developed with a qualified financial advisor.

The value of active management

Through quality security selection, careful portfolio construction, diversification and risk management, our portfolio management teams navigate the complex world of investing to find the best opportunities.

THE VALUE OF RESPONSIBLE INVESTMENT

We’re committed to integrating environmental, social and corporate governance considerations into our investment process.

RESOURCES

TAKE YOUR PORTFOLIO TO THE NEXT LEVEL

Speak to your advisor about enhancing your portfolios with CI Private Pools, tailor-made building blocks for affluent investors.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

®CI Investments, the CI Investments design and Cambridge are registered trademarks of CI Investments Inc. ™Sentry Investment Management and Signature Global Asset Management are trademarks of CI Investments Inc.

Cambridge Global Asset Management, Signature Global Asset Management and Sentry Investment Management are each a division of CI Investments Inc. Marret Asset Management Inc. is an affiliate of CI Investments. Altrinsic Global Advisors, Black Creek Investment Management Inc., and Picton Mahoney Asset Management are sub-advisors to CI Investments Inc. CI Financial Corp. holds a minority interest in Altrinsic Global Advisors. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain portfolio managers of CI Global Investments Inc. are associated with Cambridge Global Asset Management.