CI Financial Corp. is a diversified global wealth and asset management firm headquartered in Toronto, Canada. Established in 1965, the company has grown through a combination of organic innovation and strategic acquisitions to offer a broad range of investment solutions. Its core business activities include retail mutual funds, exchange-traded funds (ETFs), private wealth management, portfolio management, and capital markets services.
Through its various operating divisions and boutique brands, CI Financial provides investment products and services to individual and institutional clients. The firm’s product lineup spans equity, fixed income, balanced and alternative strategies, allowing advisors and clients to construct customized portfolios. CI Financial also offers private wealth advisory services, encompassing financial planning, estate and tax planning, and philanthropic giving strategies for high-net-worth individuals and families.
Originally founded in Kelowna, British Columbia, CI Financial relocated its headquarters to Toronto to support its national expansion. Over the years, the company has extended its geographic footprint beyond Canada by acquiring U.S. asset managers and forming strategic partnerships in Europe and Asia. These initiatives have enabled CI Financial to serve a broader client base and enhance its global distribution capabilities.
Leadership at CI Financial is committed to growth through innovation and disciplined capital deployment. Under the guidance of Chief Executive Officer Scott Bristow and a seasoned executive team, the firm continues to pursue merger and acquisition opportunities, invest in digital platforms, and strengthen its operational infrastructure. CI Financial’s long-term objective is to deliver consistent investment performance and high-quality client service across its global network.
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