SunWise Elite Plus | Sales Process

1. Choose an investment strategy that fits your clients’ goals

Whether your client is accumulating wealth, approaching retirement or retired, they benefit because SunWise Elite enables them to pursue an investment strategy that fits their needs:

  • > A choice of more than 50 funds covering all asset classes and investment styles managed by some of Canada’s top portfolio managers.*

  • > A choice of two distinct asset allocation programs – Portfolio Series and Quotential.

  • > Flexible, automatic rebalancing service.

  • > Free fund switches / transfers within the program.**

Also available for high-net-worth clients with CI Private Managed Assets.

Individual mandates from leading portfolio managers:

Individual mandates from leading portfolio managers

* Minimum $25,000 investment with a 30% minimum investment in an income fund.
** or to mutual funds managed by CI Investments.

 

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