Partnership with Neo Financial will include new deposit and credit offering
CI Financial’s wealth management clients will have access to new products to manage everyday finances thanks to a new partnership with Canadian fintech Neo Financial.
The firms have announced today (October 9) that CI Wealth will offer an integrated financial experience combining wealth management expertise with financial technology and products including deposit and credit products.
“This partnership allows us to provide our clients with an expanded range of financial solutions, tailored to their needs and backed by exceptional technology and service,” said Christopher J. Enright, executive vice-president and co-head of Wealth, Canada, for CI Financial.
Enright added that the firm’s partner has strong security and technology to ensure that CI Wealth clients’ money and data is protected.
“As a result, our solutions will eliminate the often-painful experience of waiting several business days to move money into or out of your investment account while maintaining the highest standards of trust and safety,” he said.
Neo’s tech means that CI Wealth clients will have access to a single platform with streamlined account application and seamless transfer between deposit and investment accounts. They will also be able to gain cashback rewards using Neo’s card program with more than 11,000 cashback partners.
Wealth management
The partnership also enhances the range of services available to Neo’s clients who will be able to access wealth management and investment services from CI Financial both in person and via the firm’s platform.
“We chose to partner with CI Financial because, as an independent advisory group, we believe they offer unbiased advice with a focus on providing the best possible investment products to their clients, with both proprietary and third-party solutions,” said Andrew Chau, CEO of Neo Financial. “This collaboration perfectly aligns with our mission to transform everyday banking by blending innovative technology with exceptional financial services. Our goal is to make financial management effortless and rewarding, and this collaboration allows us to deliver top-tier security, convenience, and value directly to consumers.”
