CI Direct Investing pricing

Management fee — first $150,000

First $150,000 invested

Read 29 Sep 2026 · cifinancial.com

Management fee — next $350,000

Next $350,000 invested

Read 29 Sep 2026 · cifinancial.com

Management fee — above $500,000

Amounts above $500,000 invested

Read 29 Sep 2026 · cifinancial.com

High Interest Savings Account

$0 monthly fee

1.25% interest · $0 minimum balance · Canadian dollars only · one individual account per client · unlimited deposits and withdrawals

Read 14 Nov 2026 · cifinancial.com

Over $500,000

0.35% per annum, accrued daily and debited monthly plus applicable taxes

Accounts opened after November 1, 2018 · blended rate · MER not included in the management fee

Read 14 Nov 2026 · help.cidirectinvesting.com

CI Direct Investing for Advisors

0.50% annual management fee, accrued daily and debited monthly plus applicable taxes

Clients working with a Representative under a Service Fee Agreement · separate Representative service fee may also be withdrawn

Read 14 Nov 2026 · help.cidirectinvesting.com

Less than $150,000

0.60% per annum, accrued daily and debited monthly plus applicable taxes

Accounts opened after November 1, 2018 · blended rate on total assets under management · MER not included · no product commissions

Read 14 Nov 2026 · help.cidirectinvesting.com

$150,001–$500,000

0.40% per annum, accrued daily and debited monthly plus applicable taxes

Accounts opened after November 1, 2018 · blended rate on all accounts · MER charged separately

Read 14 Nov 2026 · help.cidirectinvesting.com