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TORONTO — On-line wealth administration platform CI Direct Investing proclaims a collaboration with CacheFlo, a fintech specializing in behaviour-based schooling and instruments, to assist Canadians overcome the “knowing-doing hole” in relation to saving and investing.
CI Direct Investing, a subsidiary of CI Monetary Corp., and CacheFlo have created two easy and interactive classes to assist Canadians higher perceive their saving and investing choices. The teachings can be found by CacheFlo’s Winton app, which helps customers preserve their spending on observe by simplifying their funds.
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“Rising rates of interest and inflation have made it much more troublesome to save lots of and make investments,” mentioned Kambiz Vatan-Abadi, President of CI Direct Investing. “Add in questions on make investments, what accounts to make use of, resembling RRSP or TFSA, and you may see how simple it’s for individuals to place off taking motion. So we developed these classes as a part of our mission to make saving and investing as simple and fear free as attainable.”
CI Direct Investing collaborated with CacheFlo due to its distinctive, sensible strategy to monetary schooling. The teachings have been primarily based on the questions most incessantly requested by CI Direct Investing shoppers and the agency’s most-read articles.
“Studying new details and altering behaviour are two various things,” mentioned Stephanie Holmes-Winton, CacheFlo Founder and Chief Govt Officer. “This knowing-doing hole is why monetary literacy efforts are sometimes ineffective. We take it one step additional by combining eLearning with know-how and instruments that enable individuals to make fast modifications to their monetary behaviour and enhance their lives.”
As a part of the connection, CI Direct Investing is ready to provide shoppers complimentary entry to CacheFlo’s Winton app, which permits customers to construct a private monetary profile and obtain customized, easy-to-understand steering about how a lot to moderately save, make investments or spend every month.
“We admire CacheFlo’s instruments for his or her emphasis on efficient money stream administration, which is important in guaranteeing that cash is obtainable to save lots of and make investments for essential targets and priorities,” mentioned Mr. Vatan-Abadi.
About CacheFlo
CacheFlo is a Canadian behaviour-based monetary literacy firm that makes it simpler for individuals to behave on what they study cash. CacheFlo’s eLearning and behaviour-based instruments enable each skilled and particular person learners to behave on new monetary data as they go. As a learner’s life or enterprise modifications, they will replace their profile and rapidly evaluation ideas to maintain them on observe. CacheFlo’s instruments and eLearning may be accessed by taking part monetary professionals and establishments and worker monetary wellness applications.
About CI Direct Investing
CI Direct Investing is a web-based wealth administration platform with a excessive normal of consumer care. CI Direct Investing gives simple on-line funding portfolios and digital monetary planning providers, in addition to a no-fee excessive curiosity financial savings account. CI Direct Investing pairs its know-how with customized recommendation from portfolio managers/wealth advisors and monetary planners with related credentials, resembling CFP® professionals. CI Direct Investing is a subsidiary of CI Monetary Corp. (TSX: CIX), an built-in international asset and wealth administration firm with roughly $375.8 billion in belongings as at December 31, 2022.Be taught extra at cidirectinvesting.com.
CI Direct Investing is a registered enterprise identify of WealthBar Monetary Providers Inc. (“WealthBar”), a registered portfolio supervisor underneath the securities laws in all provinces and territories in Canada.
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Contacts
CI Direct Investing
Murray Oxby
Company Communications
416-681-3254
[email protected]
CacheFlo
Stephanie Holmes-Winton
Founder and Chief Govt Officer
902-229-1112
[email protected]
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