CI Financial

CI Financial Inc.
Company typePublic
TSX: CIX
NYSE: CIXX
S&P/TSX Composite Component
IndustryInvestment management
Founded1965; 59 years ago (1965) (as Universal Savings Fund Management Limited)
FounderG. Raymond Chang[1]
Headquarters
Toronto, Ontario
,
Canada
Key people
Kurt MacAlpine (CEO)
Amit Muni (CFO)
Darie Urbanky (COO)
AUMCA$450.0 billion[2]
Number of employees
1,490[3] (2020)
Divisions
  • CI Global Asset Management
  • CI Assante Wealth Management
  • CI Direct Investing
  • CI Investment Services
  • CI Private Wealth
Websitewww.cifinancial.com

CI Financial is a Canadian investment management company based in Toronto, Ontario.[2] It offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.

It is considered one of the Big Three investment management companies in Canada, along with Mackenzie Investments and Fiera Capital.[4][5][6]

As of 2024, it has a total of $450.0 billion in assets under management and advisement.[2] It is listed on the Toronto Stock Exchange as TSX: CIX, the New York Stock Exchange as NYSE: CIXX and is also a component of the S&P/TSX Composite Index.

  1. ^ "CI Financial co-founder G. Raymond Chang was a legend". The Globe and Mail. July 28, 2014. Retrieved January 30, 2021.
  2. ^ a b c "CI Financial Completes Three Previously Announced Acquisitions, Boosting Total Assets to a Record $450 Billion". CI Financial. Retrieved February 22, 2024.
  3. ^ "CI Financial". Bloomberg. Retrieved March 11, 2020.
  4. ^ "IGM Financial Inc". The Globe and Mail. Archived from the original on November 18, 2018. Retrieved December 20, 2020.
  5. ^ "CI Financial Corp". The Globe and Mail. Archived from the original on November 26, 2018. Retrieved December 20, 2020.
  6. ^ "Fiera Capital". Linkedin. Retrieved December 20, 2020.