CI Financial Corp. is a diversified wealth management firm which has been managing money since 1965 and is one of Canada's largest investment fund companies with approximately $118 billion in assets as of December 31, 2013. Independent and Canadian-owned, CI is committed to providing investors with a comprehensive and innovative selection of top-quality investment products and services.
CI operates primarily through the following companies:
• CI Investments Inc. offers the industry’s broadest selection of investment funds and services under the CI, Cambridge, Harbour, Signature, Synergy, Portfolio Series, Portfolio Select Series, CI Guaranteed Retirement Cash Flow Series and SunWise Essential Series banners. CI Investments also serves the institutional marketplace through a dedicated division, CI Institutional Asset Management. For further information, please visit www.ci.com or www.ciinstitutional.com.
• Assante Wealth Management (Canada) Ltd. is a leader in the financial planning industry with a national network of about 750 professional investment advisors. Assante Wealth Management’s subsidiaries include Assante Capital Management Ltd. and Assante Financial Management Ltd. For high net-worth clients, Assante offers exclusive Private Client Managed Portfolios through CI Private Counsel LP. For further information, please visit www.assante.com.
CI Financial’s other businesses include Perimeter Markets Inc., which operates alternative marketplaces for trading Canadian fixed-income products under the CBID brand (www.pfin.ca), a majority stake in Marret Asset Management Inc. (www.marret.com) and minority interests in alternative asset managers Red Sky Capital Management Ltd. (www.redskycm.com) and Lawrence Park Capital Partners Ltd. (www.lpcapitalpartners.com).
CI became a public company in June 1994, listing on the Toronto Stock Exchange under the symbol CIX. CI is a constituent of the S&P/TSX Composite Index.