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    Changes to the Relationship Disclosure Information

    Written by Joelle Vaillancourt

    Updated at April 30th, 2026

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    As of April 30, 2026

    How has the Relationship Disclosure Information changed?

    We have made updates to our Relationship Disclosure Information document to ensure it continues to provide clear, accurate, and relevant information about your relationship with CI Digital Wealth.

    The updates enhance disclosure regarding our ownership structure and our asset‑based fee model, and remove certain disclosures that are not applicable to CI Digital Wealth’s business.

    There are no changes to how your account is managed as a result of these updates. You can view the revised Relationship Disclosure Information document is available here.


    Historical Changes

    updated information revised disclosure

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    CI Digital Wealth ("CIDW") is a registered trade name for CI Investment Services Inc., providing portfolio management and online advice services. CI Investment Services Inc. ("CIIS") is a registered investment dealer under the securities legislation of all provinces and territories in Canada, a member of the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF) . The information contained herein is intended exclusively for Canadian residents and does not constitute an offer to sell or a solicitation in any foreign jurisdiction.

    CIPF - Canadian Investor Protection Fund

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