Headquartered in Toronto, the firm is registered in all provinces and territories of Canada as an Investment Dealer. CI Investment Services Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). We are a member and a self-clearing member of the following depositories CDS, DTC, CDCC, OCC, FundServ, and Cannex.
CI Investment Services Inc. (formerly BBS Securities Inc.) is a wholly owned subsidiary of CI Financial Corp. CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services, with approximately $333 billion in assets (as at June 30, 2022). Its primary operating businesses are investment managers CI Global Asset Management, and advisory businesses CI Assante Wealth Management and CI Private Wealth. Learn more about CI Financial.
The parent company of CI Investment Services Inc. is a shareholder of Aequitas Innovations Inc., the parent company of Aequitas Neo Exchange, has representation on the Aequitas Board of Directors. We are a Canadian registered investment dealer bound by both internal and external requirements. We respect the handling of client orders in a manner that provides each client the most advantageous execution terms available.