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Can I change my investment portfolio once my funds are invested?

At CI Direct Investing we work with you to recommend the most appropriate portfolio for you when the account is opened. We advise maintaining discipline and investing long term with the recommended portfolio unless there is a change to your financial circumstances or objectives for the account. 

If there is a change to your financial circumstances, please contact us and a wealth advisor will connect with you to re-assess your portfolio recommendation. 

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