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Setting the standard for investment excellence to create a better client experience.

OUR BUSINESSES

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CI Private Wealth in the U.S. has been rebranded to Corient. Visit Corient.com

OUR LOCATIONS

Multiple locations to serve your needs

We have offices throughout North America and around the world.

Locations

CI Financial

CI Global Asset Management

CI Assante Wealth Management

CI Private Wealth

CI Investment Services

CI Direct Investing

Aligned Capital Partners

Northwood Family Office

CI Global Asset Management Sales Office

CI Assante Wealth Management

CI Global Asset Management Sales Office

CI Investment Services

CI Assante Wealth Management

CI Global Asset Management Sales Office
CI Assante Wealth Management
CI Direct Investing

CI Global Investments Inc.,
an affiliate of CI Global Asset Management

GSFM

CI Global Investments Asia Limited,

an affiliate of CI Global Asset Management

GSFM

OUR HISTORY

A heritage of growth, invention, and investment excellence

Decorative abstract image from Corient website

2023

Rebranded CI Private Wealth U.S. as Corient, a name derived from “client oriented.” The new name represents the firm’s commitment to providing its clients with an unparalleled wealth management experience and better reflects its extensive capabilities as a national, integrated company.

Continued to drive the growth of Corient with the acquisitions of Avalon Advisors of Houston, Intercontinental Wealth Advisors of San Antonio, Texas, and La Ferla Group of Garden City, New York, as well launching an in-house trust company, allowing Corient advisors across the U.S. to offer a wide array of corporate trustee services through the firm.

Sold a 20% minority stake in the U.S. wealth management business to a group of leading global institutional investors for approximately $1.34 billion, validating CI’s U.S. strategy.

In asset management, continued a strong pace of product development, with CI Global Asset Management launching a wide range of ETF mandates, as well as an innovative private markets fund.

Named to the 2023 Report on Business magazine’s Women Lead Here list, which recognizes leading Canadian businesses with the greatest female representation in their executive ranks. Only 90 companies out of more than 500 large public Canadian companies achieved this ranking.

2022

Continued to expand CI’s wealth management platforms with the acquisition of Corient Capital Partners, Inverness Counsel, Galapagos Partners, Kore Private Wealth, and the Boston-based assets of Eaton Vance WaterOak Advisors (formerly Eaton Vance Investment Counsel) in the United States and Northwood Family Office in Canada.

Established CI Private Wealth US to hold CI’s interests in its U.S. registered investment advisor firms. CI also announced its intention to sell a portion of the U.S. wealth management business through an initial public offering.

In asset management, continued development of a modernized and integrated global investment platform, including the adoption of the Global Investment Performance Standards.

Set a strong pace for product development, launching a broad range of timely and innovative mandates. These included mutual funds and ETFs investing in fixed income, ESG, alternatives, and unique investment themes.

Received a 2022 Digital Transformation Award (Large Private Sector category) from ITWC in recognition of CI’s success in implementing emerging digital technologies.

Was named one of Greater Toronto’s Top Employers for 2023, an award that recognizes firms with progressive human resources practices and programs.

Pine trees near lake reflecting mountains under a clear sky

2021

Continued to expand CI’s presence in U.S. wealth management with the acquisition of registered investment advisor firms: Barrett Asset Management; Brightworth; Budros, Ruhlin & Roe; Columbia Pacific Wealth Management; Dowling & Yahnke; Gofen & Glossberg; Matrix Capital Advisors; McCutchen Group; Portola Partners Group; Radnor Financial Advisors; RegentAtlantic; R.H. Bluestein & Co.; and Segall Bryant & Hamill. CI also made strategic investments in alternative asset management firms Columbia Pacific Advisors and GLASfunds.

Selected Miami as the location for CI’s U.S. headquarters.

Built an industry-leading suite of cryptocurrency solutions with the launch of CI Galaxy Bitcoin ETF and CI Galaxy Ethereum ETF, as well as mutual funds investing in bitcoin and Ether.

Continued to modernize CI’s asset management operations with the launch of other timely products, including: a private equity fund managed by Adam Street Partners; a gold bullion ETF; liquid alternative funds; and a series of environmental, social and governance (“ESG”) mandates.

CI Assante Wealth Management was ranked highest in overall investor satisfaction with full-service investment firms in the prestigious J.D. Power 2021 Canada Full-Service Investor Satisfaction Study, including ranking first in trust.

2020

Entered U.S. wealth management market by acquiring registered investment advisors BDF, Bowling Portfolio Management, Doyle Wealth Management, One Capital Management, RGT Wealth Advisors, Roosevelt Investment Group, Stavis & Cohen Private Wealth, and Surevest, as well as purchasing strategic interests in The Cabana Group and Congress Wealth Management.

Deepened presence in Canadian wealth management with the acquisition of Aligned Capital Partners, a full-service investment advisory firm.

Listed CI common shares on the New York Stock Exchange under the ticker CIXX.

Rebranded the company and its subsidiaries, as WealthBar Financial Services was rebranded CI Direct Investing, Assante Wealth Management was rebranded to CI Assante Wealth Management, CI Investments was rebranded as CI Global Asset Management, and BBS Securities was renamed CI Investment Services.

Expanded ETF business with acquisition of WisdomTree Asset Management Canada.

Launched a series of innovative new products, including: a suite of income funds sub-advised by DoubleLine Capital; CI Galaxy Bitcoin Fund; and CI Global Longevity Economy Fund.

Business people smiling and shaking hands near office building windows

2019

Made a strategic investment in fintech firm d1g1t Inc. and adopted its wealth management platform.

CI Assante Wealth Management and CI Direct Investing launched CI Assante Connect, an online investment service for CI Assante Wealth Management clients.

Kurt MacAlpine joined as CEO and unveiled a detailed new corporate strategy to: modernize asset management, expand wealth management and globalize the company.

Angled pine trees with snowy mountains in the background

2018

Advanced our digital strategy by acquiring a majority stake in WealthBar (now CI Direct Investing), a leading online wealth management and financial planning platform

Green pine trees near lake and forest and mountains during daytime

2017

Added bench strength by acquiring asset manager Sentry Investments Inc.; makes significant investment in technology with acquisition of BBS Securities Inc.

Top view of the blue sky reflected in a lake next to a forest of trees

2016

Acquired a majority stake in Grant Samuel Funds Management (now GSFM), expanding global presence into the Australian and New Zealand markets

Scenic view of mountains with lake and green fir trees in the foreground

2015

Acquired First Asset Investment Management, diversifying investment offering to include actively managed exchange-traded funds

Body of water reflecting surrounding pine trees during daytime

2013

Acquired a majority stake in fixed-income asset manager Marret Asset Management

Blue and yellow graph on stock market monitor

2011

Launch of the Black Creek funds, expanding CI Investments’ global lineup

Sunset illuminating mountains near reflective lake and green pine tree forest

2010

Acquired Hartford Investments Canada

Glass modern building against bright sky

2009

Conversion back to a corporation

Corporate businessmen having an office meeting

2008

Cambridge team founded, adding to CI Investments’ portfolio management expertise

Snow-capped mountain covered in fog near body of water and trees

2007

Acquired Rockwater Capital

Business man using calculator on desk covered in graph papers in office

2006

Conversion to an income trust

Business colleagues discussing over digital tablet at desk in office

2005

Name changed to CI Financial

Rocky lake shore with mountains in the background during cloudy day

2003

Acquired Assante Corp., Synergy Asset Management and Skylon Capital

Pine trees in dense forest covered with fog

2002

Acquired Clarica Diversico and Spectrum Investment Management

Dramatic snowy mountain landscape along the Icefields Parkway, Canada

1999

Acquired BPI Financial, establishing institutional business

Portrait of senior businessman with digital tablet in modern office

1998

CI Investments enhances its lineup with launch of the Signature Funds

Sun light passing through green leafed tree with large roots

1997

Launch of the Harbour Funds, establishing the roots of CI Investments’ boutique multi manager approach

Row of the base of classic architectural stone columns

1994

Initial public offering as C.I. Fund Management, laying the foundation for decades of future growth

Low-angle photo of glass high-rise building with lens flare

1993

Company changes name to Canadian International, reflecting our expertise in both domestic and global markets

Young Asian woman looking up with smile on a bright morning against city skyline

1981

Company enters the international fund arena with one of the first Canadian funds devoted to Asian markets

Group of diverse business people consulting at a conference table with city downtown in the background

1965

Began operations under the name Universal Savings

Setting the standard for investment excellence to create a better client experience.

OUR BUSINESSES

Click logos for more info

OUR LOCATIONS

Multiple locations to serve your needs

OUR HISTORY

A heritage of growth, invention, and investment excellence

2023

2022

2021

2020

2019

2018

2017

2016

2015

2013

2011

2010

2009

2008

2007

2006

2005

2003

2002

1999

1998

1997

1994

1993

1981

1965

CONTACT US

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ABOUT US

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Setting the standard for investment excellence to create a better client experience.

OUR BUSINESSES

Click logos for more info

OUR LOCATIONS

Multiple locations to serve your needs

Toronto

Calgary

Halifax

Montreal

Winnipeg

Saskatoon

Vancouver

Boston

Brisbane

Hong Kong

Melbourne

Sydney

OUR HISTORY

A heritage of growth, invention, and investment excellence

2023

2022

2021

2020

2019

2018

2017

2016

2015

2013

2011

2010

2009

2008

2007

2006

2005

2003

2002

1999

1998

1997

1994

1993

1981

1965