Independent and Canadian-owned, CI_Financial is a diversified wealth management firm and one of the country’s largest investment companies.

Since our beginnings in 1965, CI Financial has consistently anticipated and responded to the changing needs of Canadians.  Through a history of growth and strategic alignment, today we operate through subsidiaries offering investors and institutions a comprehensive and innovative selection of investment products and services. CI became a public company in June 1994, listing on the Toronto Stock Exchange under the symbol CIX.

Learn more about our businesses below.

Our Businesses

CI Investments is an independent Canadian investment company with 50 years of history. We are passionate about providing exceptional service, strong performance and best-in-class, actively managed investment solutions. CI proudly partners with financial advisors across Canada to help their clients achieve financial success, and today, we have earned the trust of more than two million investors. We are Canada’s Investment Company.

CI Financial also holds a majority stake in fixed-income asset manager Marret Asset Management Inc., and minority interests in alternative asset manager Lawrence Park Capital Partners, Ltd., and global investment manager Altrinsic Global Advisors, LLC of Greenwich, Connecticut.

CI Institutional Asset Management, a division of CI Investments, offers investment solutions to leading financial institutions, pension funds, endowments, foundations, and family offices.  We operate as a multi-boutique firm, with a number of portfolio management teams offering a variety of actively managed fixed-income, balanced, equity, target risk, target date and alternative strategies.

Assante Wealth Management is one of Canada’s largest independent financial advisory firms. For decades, our professional advisors have been helping Canadian families achieve their financial goals by delivering complete wealth management services and advice. Be well advised is our promise to you.

Stonegate Private Counsel provides wealth planning services to high net worth individuals, business owners and families. We take a holistic view of your assets and objectives to provide coordinated strategies aimed at improving your financial well-being.

First Asset is a leading provider of actively managed and factor-based ETFs in Canada. First Asset’s track record of innovation and best-in-class service has resulted in strong partnerships with financial advisors, helping their clients reach their financial goals.

Grant Samuel Funds Management (GSFM) offers investment solutions managed by high-calibre local and international managers to institutional and retail investors in Australia and New Zealand.

BBS Securities Inc. provides a wide range of services to retail and institutional investors using a proprietary system that is one of the most technologically advanced and efficient brokerage platforms in the Canadian market. BBS companies include Pario Technology Corp., a financial technology company, and Virtual Brokers, a top-ranked online brokerage.

OUR LOCATIONS

Toronto

CI Financial
CI Investments
CI Institutional Asset Management
Assante Wealth Management
Stonegate Private Counsel LP
First Asset
Sentry Investment Management
BBS Securities Inc.

CONTACT US

Montreal

CI Investments Sales Office
BBS Securities Inc. 
Assante Wealth Management

Vancouver

CI Investments Sales Office
Assante Wealth Management

Calgary

CI Investments Sales Office
Assante Wealth Management

Boston

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

San Francisco

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

Sydney

Grant Samuel Funds Management

Melbourne

Grant Samuel Funds Management

Brisbane

Grant Samuel Funds Management

Hong Kong

CI Global Investments Asia Limited, an affiliate of CI Investments Inc.

Saskatoon

Assante Wealth Management

Winnipeg

Assante Wealth Management

Halifax

Assante Wealth Management

Our History

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1965

Began operations under the name Universal Savings

1981

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

1993

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

1994

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

1997

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

1998

CI Investments enhances its lineup with launch of the Signature Funds

1999

Acquired BPI Financial, establishing institutional business

2002

Acquired Clarica Diversico and Spectrum Investment Management

2003

Acquired Assante Corp., Synergy Asset Management and Skylon Capital

2005

Name changed to CI Financial

2006

Conversion to an income trust

2007

Acquired Rockwater Capital

2008

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

2009

Conversion back to a corporation

2010

Acquired Hartford Investments Canada

2011

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

2013

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

2015

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

2016

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

2017

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

BOARD & MANAGEMENT

CI Financial's executive team is responsible for the management and success of the company, subject to the oversight of the Board of Directors. Our executives are all experienced leaders, who have made significant contributions to the growth and development of CI. CI also benefits from the experience and knowledge of its board members, who have held a variety of senior roles in Canadian business, focusing on financial services.

BOARD OF DIRECTORS

Peter W. Anderson

Chief Executive Officer and Director, CI Financial
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Brigette Chang-Addorisio

President, Raymond Chang Foundation; Director, CI Financial
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William T. Holland

Chairman of the Board, CI Financial
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David P. Miller

Chief Legal and Corporate Affairs Officer and Secretary, Rogers Communications Inc.; Director, CI Financial
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Stephen T. Moore

Managing Director, Newhaven Asset Management Inc.; Director, CI Financial
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Tom P. Muir

Director, CI Financial
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Sheila A. Murray

President and Director, CI Financial
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Paul J. Perrow

Director, CI Financial
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Peter W. Anderson

Chief Executive Officer and Director, CI Financial
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Sheila A. Murray

President and Director, CI Financial
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Douglas J. Jamieson

Executive Vice-President and Chief Financial Officer, CI Financial
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Steven J. Donald

Executive Vice-President, CI Financial
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Neal A. Kerr

Executive Vice President, Investment Management, CI Investments; Executive Vice President, CI Financial
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Roy Ratnavel

Executive Vice-President, National Sales Manager, CI Investments
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Rohit D. Mehta

Executive Vice-President, CI Financial; President, First Asset Investment Management Inc.
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Darie Urbanky

Executive Vice-President, CI Financial; Chief Technology Officer, CI Investments
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