Company Summary

Trusted by Canadians since 1965, CI Financial believes that every investor deserves thoughtful advice, unique investments, exceptional security, and unparalleled service. As CI Direct Investing, our goal is to put CI Financial’s resources and experience to work for you. We offer professional, unbiased advice and a range of investment options so that you can make the right decisions for your financial future.

Unique Value Proposition

CI Direct Investing makes it easy to build your financial future with convenient online savings and investing tools, and financial advice at your fingertips.

  • Effortlessly invest for your future with a professionally-managed portfolio that’s matched to your goals.
  • Put your savings to work at the touch of a button with high-interest savings.
  • Get answers to your money questions anytime, anywhere, so you can make smart moves.
  • Build a brighter future with financial advice and retirement planning included in your already low fee.
AUM ($Bil)


Year Founded


Key Personnel

Tea Nicola, Co-founder & CEO
Chris Nicola, Co-founder & CTO


#490 - 1122 Mainland Street
Vancouver, B.C., V6B 5L1

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