Your Upside Opportunity: - investing in the markets

To Improve on your Minimum Guarantees

SunWise Elite offers a multi-asset, multi-manager, multi-style lineup of segregated funds that gives you the flexibility to tailor a portfolio to meet your individual needs. It offers some of the most prestigious managers from Canada’s top mutual fund companies.

Choose from a select group of more than 50 funds that are diversified by asset class, geographic regions and economic sectors, and different styles of portfolio management.* This optimum diversification helps ensure long term investment success.

SunWise Elite enables you to pursue an investment strategy that’s right for you.

SunWise Elite gives you access to Portfolio Series,

a comprehensive investment program.

Portfolio Series is a family of seven strategic asset allocation funds designed to maximize returns for a given risk tolerance. The seven funds are suitable for a range of distinct investor profiles, from income to maximum growth. The portfolios achieve their objectives by investing in a mix of CI mutual funds, providing diversification by asset class, region and economic sectors.

It provides you with the benefits of a fully diversified managed solution, with CI’s leading portfolio managers, and the convenience of one fund to purchase and track.

CI Private Managed Assets

CI Private Managed Assets is a flexible program providing high-net-worth investors with superior service and access to CI portfolio managers through SunWise Elite Plus.

* Minimum $25,000 investment with a 30% minimum investment in an income fund.

For high-net worth clients   - SunWise Elite Plus is the only high-net-worth platform available for GMWB clients.

A minimum investment of $500,000 qualifies.