Calgary’s Neo Financial is partnering with CI Financial to introduce a new suite of everyday deposit and credit products.
The partnership will introduce a new range of financial products designed to deliver a seamless, integrated financial experience to clients of CI Financial’s Canadian wealth management businesses, empowering them to easily manage their wealth and everyday financial needs with ease.
CI Wealth clients will benefit from the challenger bank’s advanced tech, which offers streamlined applications and seamless, instant transfers between deposit and investment accounts, all within a single, easy-to-use platform.
Additionally, they can enjoy enhanced cashback rewards through Neo’s unique card program, with rewards linked to deposit balances, and access to Neo’s network of over 11,000 cashback partners.
Through this partnership, Neo Financial clients will also gain access to in-person financial advisory services and CI Wealth’s wealth management platform, broadening the range of wealth and investment options available to them.
“We chose to partner with CI Financial because, as an independent advisory group, we believe they offer unbiased advice with a focus on providing the best possible investment products to their clients, with both proprietary and third-party solutions,” said Andrew Chau, CEO of Neo Financial.
“This collaboration perfectly aligns with our mission to transform everyday banking by blending innovative technology with exceptional financial services. Our goal is to make financial management effortless and rewarding, and this collaboration allows us to deliver top-tier security, convenience, and value directly to consumers.”
Toronto-headquartered CI Financial manages, advises on and administers over $500 billion in client assets.
CI Financial joins a distinguished roster of Neo Financial’s esteemed partners, which include Mastercard, Hudson’s Bay, Tims Financial, JA Canada, and Cathay Pacific.
Founded in 2019 by the co-founders of SkipTheDishes, Neo has raised more than $299 million in funding to date.
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