CI Financial

CI Financial is a Canadian investment management company based in Toronto, Ontario. It offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.

CI Financial Inc.
Company typePublic
Traded as
TSX: CIX
NYSE: CIXX
S&P/TSX Composite Component
IndustryInvestment management
Founded1965 (1965) (as Universal Savings Fund Management Limited)
FounderG. Raymond Chang
Headquarters
Toronto, Ontario
,
Canada
Key people
Kurt MacAlpine (CEO)
Amit Muni (CFO)
Darie Urbanky (COO)
AUMCA$450.0 billion
Number of employees
1,490 (2020)
Divisions
  • CI Global Asset Management
  • CI Assante Wealth Management
  • CI Direct Investing
  • CI Investment Services
  • CI Private Wealth
Websitewww.cifinancial.com

It is considered one of the Big Three investment management companies in Canada, along with Mackenzie Investments and Fiera Capital.

As of 2024, it has a total of $450.0 billion in assets under management and advisement. It is listed on the Toronto Stock Exchange as TSX: CIX, the New York Stock Exchange as NYSE: CIXX and is also a component of the S&P/TSX Composite Index.

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