Robo-advisor is a term that is often used to describe online financial institutions that offer low-cost, managed portfolios of ETFs. As we do offer this service, the term robo-advisor is often used to describe CI Direct Investing.
However, we go much further, and offer you financial advice, tax-efficient planning, insurance and more. This is why we say CI Direct Investing is a "full-service" online financial advisor, and not just a robo-advisor.
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