CI Financial Corp.

About CI Financial Corp.

CI Financial is a global wealth and asset management company committed to providing high-quality investments and advice since 1965. The company sets the standard for investment excellence, serving individuals and institutions with innovative strategies, services, and technologies.

Products & Services

CI Global Asset Management:Offers asset management services with a focus on global investment strategies.

CI Assante Wealth Management:Provides wealth management solutions for clients and advisors.

CI Segall Bryant & Hamill Asset Management:Specializes in asset management for institutional clients.

CI Private Wealth:Delivers personalized wealth management services.

CI Direct Investing:Offers online investment platforms for direct investing.

CI Investment Services Inc.:Provides investment services and solutions.

Specialties

Wealth Management Asset Management Global Investment Strategies Personalized Financial Solutions Digital Investment Platforms

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Debt T: - FT: Debt	A: 675000000 MR: - FA: US$675.0 million FAN: 675000000	D: 2024-05-30 FD: 2024-05-30	-

Debt Latest

2024-05-30

$675.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

K

Kurt MacAlpine

Chief Executive Officer and Director

A

Amit Muni

Executive Vice-President and Chief Financial Officer, CI Financial

M

Marc-André Lewis

President and Chief Investment Officer, CI Financial

T

Ted Kelterborn

Executive Vice-President and Chief Legal Officer

M

Manisha Burman

Executive Vice-President and Chief Human Resources Officer, CI Financial

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