Investco Financial’s investment advisory service can now deliver more investment options to their clients thanks to a partnership with robo-advisor CI Direct Investing.
Words from our Managing Director
“This new and easy-to-use online investment platform will help us to serve clients and grow our business, faster and with less paperwork,” said Managing Director of Investco Financial. “Now our clients can take advantage of lower-cost wealth management, helping give them a higher return over time. At the same time, it’s an easier way for us to maintain our advisor-client relationship.”
Words from CI Direct Investing CEO
“We saw this partnership as a great fit, helping Investco Financial serve their clients better,” said CI Direct Investing CEO. “We’re handling the technology platform and will continue to add features to make online investing even more convenient for their clients.”
Benefits
Investco Financial clients will benefit from low-cost, professionally managed portfolios. CI Direct Investing will also handle regulatory compliance, monitoring and rebalancing of accounts. In the end, it’s a win-win for Canadians seeking access to premium investment portfolios that come at a lower cost.
About Investco Financial
Investco Financial, is an advisory firm that specializes in Private Wealth Management for individuals, families, and businesses. We have a dedicated team of experienced advisors, offering a wide range of services and products to help you build and preserve wealth. With our market leading expertise and technology we're here to guide you through our client process.
About CI Direct Investing
CI Direct Investing is Canada's first full-service online robo-advisor. They help Canadians build their brightest future possible through easy, low cost investing. CI Direct Investing brings private wealth management expertise to investors, whether they have $5,000 or $5 million. Clients get diversified portfolios, financial planning tools, an easy-to-use online investor dashboard and much more.
To learn more visit: CI Direct Investing Online Wealth Management Platform