PPI Valet is digital wealth management platform designed to help you, a PPI representative, introduce your clients to CI Direct Investing (CIDI). CIDI will help you by outsourcing components of your investment practice that are costly and time-consuming such as compliance and portfolio maintenance. This frees up time for you and allows you to focu...
Updated at: February 3rd, 2022
RRSP - An RRSP (Registered Retirement Savings Plan) is a tax-advantaged registered account that’s typically used to save for retirement. Contributions are tax-deferred until withdrawals are made and investments in the account grow tax-free. Learn more about how RRSPs work. TFSA - A Tax-Free Savings Account is a tax-advantaged registered account tha...
Updated at: January 20th, 2021
The minimum investment amount required to open an account is $100. This can come from new deposits from your bank account, or a transfer from an existing investment account, or both. The reason for this minimum is to make sure we can diversify the portfolio appropriately across a number of different investment categories. If you're investing less th...
Updated at: May 2nd, 2024
CI Direct Investing will reimburse administrative transfer fees up to $150 on transfers over $25,000. These transfer fees are charged to the client by the relinquishing institution when their account is transferred to CI Direct Investing. If your client is eligible for a transfer fee reimbursement for a recent transfer, please send us a copy of the...
Updated at: October 19th, 2021
Purpose: To avoid any client confusion regarding the roles and responsibilities between their PPI Representative and CI Direct Investing. Representatives Can: Assist clients with financial planning activities including cash flow planning, tax planning, etc.. (As outlined in Client Engagement Agreement) Refer clients to a CIDI portfolio manager when...
Updated at: June 21st, 2022