CI Financial Corp., traded as CIFAF on the OTCMKTS, is a Canadian-based global asset management company headquartered in Toronto, Ontario. As one of the country’s leading investment firms, CI Financial provides a wide range of wealth management and investment solutions to retail, institutional and high-net-worth clients. The company serves its clientele through a network of affiliated businesses and distribution channels across Canada, the United States and select international markets.
The firm’s product suite includes mutual funds, exchange-traded funds (ETFs), alternative and private investment strategies, and managed portfolio solutions. Operating under core brands such as CI Investments, CI Private Wealth and Cambridge, CI Financial offers sector-specific strategies in equities, fixed income, multi-asset and specialty asset classes. The company also delivers bespoke advisory services and model portfolios tailored to the unique objectives of institutional investors, pension plans and philanthropic organizations.
Founded in 1965, CI Financial has grown substantially through a combination of organic expansion and strategic acquisitions. Over the decades, the firm has established a presence in key financial centres including Vancouver, Montreal, New York and London, enhancing its distribution capabilities via partnerships with independent advisors and dealer networks. This growth trajectory has positioned CI Financial as a full-service wealth manager with a diversified product lineup.
The company is led by President and Chief Executive Officer Kurt MacAlpine, who joined CI Financial in 2013 and has played a central role in its operational and strategic development. Under his leadership, CI Financial continues to focus on targeted growth initiatives, product innovation and digital platform enhancements to meet evolving client needs around the globe.
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