Who is CI Investment Services Inc. (formerly BBS Securities Inc.)?
Written by Joelle
Updated at July 8th, 2025
CI Investment Services Inc. is one of CI Digital Wealth's custodians, which means they are one of the institutions which holds our client's assets. As a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF) your accounts are secure, segregated and protected for up to $1,000,000.
When you open an account with us you will also be asked to open an account with one of our custodians which CI Digital Wealth manages on your behalf. The account and assets within will always be owned by you and can only be transferred to and from your own bank account.
CI Investment Services Documentation
Disclosures & Customer Agreements Booklet
Beneficiary Designation form
Beneficiary and Contingent Beneficiary Designation form