CI Financial (NYSE:CIXXF) is a diversified global asset and wealth management firm headquartered in Toronto, Canada. Established in 1965, the company has grown through a series of strategic acquisitions and organic expansion to serve a broad spectrum of clients. CI Financial’s core mission is to deliver tailored investment solutions and wealth-planning services to individuals, families, institutions and corporate retirement plans.
The firm operates through multiple business segments, including retail mutual funds, exchange-traded funds (ETFs), alternative and private wealth strategies, as well as institutional asset management. Its product lineup spans equity, fixed income, multi-asset and specialty strategies, complemented by bespoke portfolios through its private wealth arm. CI Financial leverages a network of financial advisors, independent dealers and digital platforms to distribute its offerings.
With a presence across North America, Europe and Asia, CI Financial serves clients in Canada, the United States, the United Kingdom and other international markets. The company has built a multicultural team of investment professionals and support staff to address regional market nuances and regulatory environments. Its global footprint is supported by local offices, research capabilities and partnerships that enhance its ability to deliver consistent performance and service excellence.
Leadership at CI Financial emphasizes a partnership-driven culture and disciplined investment approach. Under the stewardship of Chief Executive Officer Kurt MacAlpine and a seasoned executive team, the company continues to pursue growth through talent development, product innovation and targeted acquisitions. CI Financial remains focused on long-term value creation for clients and shareholders by aligning its resources with evolving market trends and client needs.
