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CWB Trust Services appointed as trustee for CI Investment Services

CWB Trust Services is pleased to announce its appointment as the registered plans trustee for CI Investment Services Inc., a subsidiary of CI Financial Corp. (“CI Financial”) (TSX: CIX, NYSE: CIXX).

“CWB Trust Services is very pleased to add CI Investment Services to our portfolio of clients,” states Bjorn Frohnsdorf, CWB Trust Services’ Vice President and General Manager. “Having already gained the confidence of CI Financial with our established service to CI Global Asset Management and CI Assante Wealth Management, we’re delighted to expand our responsibilities for their group.”

As part of the new mandate, CWB Trust Services will act as trustee for registered plans for CI Investment Services.

Al Spadaro, CWB Trust Services’ Director of Business Development for Broker and Dealer Services, also welcomes the announcement. “Both of our firms are committed to providing a premium client service experience, and we look forward to a mutually rewarding partnership,” states Spadaro.
“As a fintech company, we believe it is important to have a trustee that is innovative and forward-looking,” said Carol Chui, President of CI Investment Services. “Working with CWB Trust Services will allow our clients to make full use of our roster of secure digital tools.” Affected clients are being notified of the appointment, which became effective on January 4, 2021. 

For more information: 
Jaspreet Takhar, AVP, Sales & Relationship Management
[email protected] 
+1 (604) 699-4833