Enhance your CI Wealth1 experience with new products powered by Neo
Innovative deposit2 and credit products, from the wealth platform you trust, powered by a world-class financial technology platform.
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When are CI Wealth1 products launching?
Got questions?
We've got answers.
Be in control of your wealth
More than just a chequing account
No more business days
Applications will be open in 2025. Once you join the waitlist, you will receive an email notification with an invitation to apply as soon as the products become available.
How do I know if I am eligible for the World Mastercard® or World Elite® CI Wealth Mastercard
Eligibility for the CI Wealth World Mastercard® requires a minimum annual income: personal: $50,000; or household: $80,000. Eligibility for the CI Wealth World Elite® Mastercard requires a minimum annual income: personal: $80,000; or household: $150,000.
Partnering with one of Canada’s fastest-growing financial technology companies enables CI Financial to provide tailored financial solutions and exceptional service to their valued clients. Through this collaboration, Neo Financial clients will also benefit from access to CI Financial's premier wealth management platform and bespoke in-person advisory services, expanding the wealth and investment options available to them. The shared commitment to security and cutting-edge technology by both Neo and CI Financial ensures that clients’ money and data remain secure, upholding the highest standards of trust and safety.
What credit limits are available?
You can get up to a $30,000 credit limit if you’re approved for it. Credit limits are flexible and start as low as $500, subject to approval.
Who is Neo Financial?
Neo Financial is a financial services company that’s helping Canadians build a better financial future with spending, savings, and rewards. Learn more at neofinancial.com.
Why have CI Financial and Neo partnered up?
Instantly move money between your CI Wealth Everyday account and your CI Wealth investments3.
The cashback advantage
Instant. Earn it in real-time, instead of monthly.
We'll save your spot, so you can save even more.
Join the waitlist and provide input on the benefits that matter most to you
Enjoy all of the benefits as a client of:
CI Direct Investing
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CI Direct Trading
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Assante Wealth Management
Aligned Capital Partners Inc.
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CI Private Wealth
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No more extra charges
No monthly or annual fee deposit2 accounts, and free everyday transactions.
No more worries
Get peace of mind with real time notifications anytime money goes in or out of your account.
Elite rewards for elite cardholders
Three credit products to choose from:
Up to 2.5% cashback4 on every purchase with the premium CI Wealth World Elite® Mastercard
Up to 1.5% cashback4 on every purchase with the low annual fee CI Wealth World Mastercard
Up to 1% cashback4 on every purchase with the no annual fee6 CI Wealth Mastercard
Always available. Use your cashback anywhere, anytime—no restrictions or blackout dates.
Ultimate flexibility. Save or spend it on anything you want.
Retains value. Points are often devalued. Cash is cash.
Earn an average 5%4 cashback at over 11,000 Neo network partners
Monitor your finances with real-time spend Insights
Flexibility that rewards your lifestyle-whether its travel5, food, or entertainment, add perks to boost your cashback
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1 Canadian Wealth Management, operating as CI Wealth, includes CI Assante Wealth Management, Aligned Capital Partners Inc., CI Assante Private Client, CI Private Wealth, Northwood Family Office, CI Coriel Capital, CI Direct Investing, CI Direct Trading and CI Investment Services.
2 Product offerings including availability of deposit accounts subject to change prior to program launch date.
3 In reference to investment accounts under CI Direct Investing, CI Direct Trading, Assante Wealth Management, Aligned Capital Partners Inc. and CI Private Wealth .
4 Cashback earn subject to monthly spend limit. After monthly spend limit is reached, subsequent purchases earn 1%. Spend limit resets monthly. Minimum balance in your CI Wealth Everyday account required to earn the highest rate.
5 For Quebec: Monthly Statements; No monthly or annual fees; 21-day grace period; Minimum payment is the higher of $10.00 or 5.0% of total statement balance; Purchase rate (19.99%-24.99%) and cash advance rate (22.99%-25.99%).
6 Not available in Quebec.
Mastercard, World Mastercard® , World Elite®, and the circles design are registered trademarks of Mastercard International Incorporated.
All product and company names, logos, brands, and images are trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
Card art is illustrative and subject to change.
Instantly move money between your deposit2 and investment accounts.
Deposit2 products with no monthly or annual fees, and free everyday banking transactions.
Earn premium cashback rates on your credit card spend with boosted rewards based on your CI Wealth Everyday account balances.