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Key facts
CI Financial Corp. is a diversified asset and Canadian wealth management company that operates through multiple business segments, including CI Asset Management, CI Assante Wealth Management, CI Segall Bryant & Hamill Asset Management, CI Private Wealth, CI Direct Investing, and CI Investment Services Inc. The company is based in Toronto, Canada. The company provides a range of services such as holistic wealth planning for high-net-worth individuals, personalized financial advice, investment strategies across traditional and alternative asset classes, brokerage and trading services, and digital investment platforms. It serves individuals, families, business owners, advisors, and institutions in Canada, the United States, and Australia. The company was founded in 1965. Kurt MacAlpine has been the CEO of the company since 2019.
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