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

OUR BUSINESSES

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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 Assante Wealth Management

CI Global Asset Management Sales Office 

CI Investment Services

CI Assante Wealth Management

CI Assante Wealth Management

CI Assante Wealth Management

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

Brightworth

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

Congress Wealth Management

CI BDF Private Wealth

Segall Bryant & Hamill

Matrix Capital Advisors

Gofen & Glossberg

Bowling Portfolio Management

GLASfunds

Budros, Ruhlin & Roe

RGT Wealth Advisors

R.H. Bluestein & Co.

Cabana Group

Galapagos Partners

Stavis & Cohen Private Wealth

CI Surevest Private Wealth

Corient Capital Partners

One Capital Management

Portola Partners

CI Financial, CI Private Wealth

CI RegentAtlantic Private Wealth

Barrett Asset Management

Roosevelt Investment Group

Radnor Financial Advisors

Dowling & Yahnke Wealth Advisors

McCutchen Group

Columbia Pacific Wealth Management

Columbia Pacific Advisors

Doyle Wealth Management

GSFM

CI Global Investments Asia Limited,

an affiliate of CI Global Asset Management

GSFM

GSFM

OUR HISTORY

A heritage of growth, invention, and investment excellence