ci direct investing

The Puhl team allows you to rest easy knowing your money is taken care of

Fees at a glance offered by the Puhl Team. As your advisor, we can help you map out your overall plan and figure out where your investment portfolio fits in. Through our special arrangement with CI Direct Investing we work alongside you to ensure that the funds you invest line up with your overall plan and strategy.

value of the puhl team

We can help you map out your overall plan and figure out where your investment portfolio fits in.

As your advisor, and through our special arrangement with CI Direct Investing, we can offer exclusive portfolios and work alongside you to ensure that the funds you invest online line up with your overall plan and strategy. When you sign up using your custom internet link, your portfolio and activities will form part of your overall plan, so we can help you stay on track if your goals or financial picture change.

The holistic approach to your overall plan has many benefits:

  • Easy to incorporate robo-investing together with our ongoing planning activities
  • Market diversification through a full range of ETFs from independent companies like Vanguard, BMO, Horizons, and iShares and Private Pool from Nicola Wealth
  • Conveniently access your investments online through CI Direct Investing’s website or mobile app

Your access to advice can have a significant, positive impact on wealth accumulation and retirement readiness. According to the Investment Funds Institute of Canada, a greater savings discipline, trust, confidence, satisfaction and level of understanding are all benefits of sound financial advice that ultimately lead to better results.

Studies have shown that “people who receive financial advice accumulate significant more financial wealth, are better protected, and are better prepared for retirement and unexpected events thatn people who do not receive advice.”

Great Value for Low Investing Fees
CI Direct Investing Fees
All Portfolio Options
0.60%
Fee examples
Essential Balanced Portfolio
CI Direct Investing Fee
0.60%
Advisor Planning Fee
0.60%
Total Fees deducted
1.20%

The MER of 0.22% for the portfolio in the table above will be taken from fund performance (net performance is always shown).

Total cost of owning the Essential Balanced portfolio is:
0.60 + 0.60 + 0.22 = 1.42%
Valet Balanced Portfolio
CI Direct Investing Fee
0.60%
Advisor Planning Fee
0.60%
Total Fees deducted
1.20%

The MER of 0.43% for the portfolio in the table above will be taken from the fund performance (net performance is always shown).

The cost of owning the Valet Balanced portfolio is:
0.60 + 0.60 + 0.43 = 1.63%

Allow us the opportunity to provide you with a second opinion on your investments

for information and ideas