TSE:CIX
CI Financial is a diversified wealth management firm in Canada offering global asset management and wealth management advisory services to its clients. With more than five decades of existence, the company has successfully grown its assets in Canada and abroad and has been expanding its channels of distribution.
CI Financial engages in the marketing and distribution of mutual funds, segregated funds, ETFs, and other investment products in Canada, and provides asset management services in Australia and New Zealand.
The company operates through two business segments, asset management and asset administration, through its subsidiaries CI Investments Inc, Assante Wealth Management Ltd, Stonegate Private Counsel, First Asset Investment Management Inc, BBS Securities, Grant Samuel Funds Management and Wealth Bar.