CI Financial

CI Financial is a Canadian wealth management company that offers a range of investment products and services to individuals, institutions, and financial advisors. The company was founded in 1965 and is based in Toronto, Canada. CI Financial has over $100 billion in assets under management and serves over 2 million clients globally.
The company’s main business segments include Asset Management, CI Investments, Assante Wealth Management, and Stonegate Private Counsel. It offers a wide range of investment products, including mutual funds, exchange-traded funds (ETFs), alternative investments, and fixed income products.
CI Financial also provides financial planning and advisory services through its subsidiaries, helping clients create personalized investment strategies and achieve their financial goals. The company has a network of over 750 financial advisors across Canada, who provide investment advice and support to clients.
In addition to its investment and wealth management services, CI Financial is committed to giving back to the community through various corporate social responsibility initiatives. The company supports charitable organizations and community projects through donations, fundraising, and employee volunteerism.
Overall, CI Financial is a well-established and trusted wealth management company in Canada, known for its diverse product offerings and commitment to helping clients achieve financial success.

There are a few things that stand out about CI Financial:
1. History and Experience: CI Financial has been in operation for over 50 years, making it one of the oldest and most established financial companies in Canada. This history and experience have allowed them to build a strong reputation and track record in the financial industry.
2. Size and Scope: With approximately $185 billion in assets under management, CI Financial is one of the largest investment management companies in Canada. They have a diverse range of investment products, including mutual funds, exchange-traded funds (ETFs), and alternative investments.
3. Focus on Client Needs: CI Financial prides itself on its client-centric approach, placing a strong emphasis on understanding and meeting the needs and goals of their clients. They offer personalized investment solutions and a wide range of services, including financial planning and tax planning.
4. Strong Performance: CI Financial has a proven track record of delivering solid investment returns, with many of their funds consistently outperforming their benchmarks. This has earned them recognition and awards from various industry and media outlets.
5. Innovative Investment Solutions: CI Financial is continually looking for new and innovative ways to help their clients reach their financial goals. For example, they were one of the first companies to introduce lifecycle mutual funds and provide socially responsible investment options.
Overall, CI Financial’s long history, size, client focus, strong performance, and innovative approach make it a special and highly respected company in the financial industry.