Welcome to CI Investment Services Inc.

An expert team with one focus. You.

CI Investment Services Inc. is a leading Canadian Broker Dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes portfolio managers, introducing brokers and institutional investors.

Learn More

CI Direct Trading, a registered business name of CI Investment Services Inc. (“CIIS”), an order-execution only discount brokerage for the self-directed investor who does not require any financial advice. CI Investment Services Inc. is a registered investment dealer under the securities legislation in all provinces and territories in Canada, and member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization.

LEARN MORE

CI Direct Investing, a registered business name of WealthBar Financial Services Inc. (“WealthBar”), is an online wealth management firm providing managed investment portfolios as well as personalized financial advice and planning. WealthBar is registered portfolio manager under the securities legislation in all provinces and territories in Canada. CI Direct Investing is NOT a member of the Canadian Investor Protection Fund or Canadian Investment Regulatory Organization.

LEARN MORE

Correspondent Services

At CI Investment Services Inc., we understand what it takes to succeed in your business, and offer a complete range of innovative services that are tailored to your specific requirements. Our expert prime brokerage team consistently delivers a superior service that would exceed your expectations at every turn.

Portfolio Manager

With access to our integrated customizable technology solution, we will meet all your needs with competitive pricing for Traditional and Robo-Advisors, both start-up and established. Our automated API & Secure File Transfer Protocol facilitates seamless onboarding, and accurate customizable custodial reporting.

The professional service and deep knowledge that CI Investment Services Inc. provides was an invaluable service we certainly could not have succeeded without. — JW

WHO WE ARE

Headquartered in Toronto, the firm is registered in all provinces and territories of Canada as an Investment Dealer.

CI Investment Services Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). CI Investment Services Inc. is also a participant of the Toronto Stock Exchange (TSX), the TSX Venture Exchange (TSX-V), the Canadian Securities Exchange (CSE), Alpha, Pure, Chi-X, Omega, and NEO.