CI Financial Corp.
Overview
CI Financial Corp. is a diversified global asset and wealth management company operating primarily in Canada, the United States, and Australia. Founded in 1965, the firm offers a comprehensive suite of investment solutions and financial advice to individual and institutional clients. As of July 31, 2024, CI Financial managed, advised on, and administered approximately $511.3 billion in client assets. The company's operations are organized into three segments: Asset Management, Canadian Wealth Management, and U.S. Wealth Management. The Asset Management segment includes CI Global Asset Management in Canada and GSFM in Australia. The Canadian Wealth Management segment encompasses CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth (Canada), Northwood Family Office, Coriel Capital Inc., CI Direct Investing, and CI Investment Services. The U.S. Wealth Management segment comprises CI Private Wealth (U.S.), an integrated wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients across the United States. In May 2023, CI Financial completed a 20% minority investment in its U.S. wealth management business, raising approximately $1.34 billion (US$1.0 billion) from a diversified group of leading institutional investors, including a wholly owned subsidiary of the Abu Dhabi Investment Authority (ADIA), Bain Capital, Flexpoint Ford, Ares Management funds, and the State of Wisconsin. This strategic move underscores CI Financial's commitment to expanding its presence in the U.S. market and enhancing its wealth management capabilities. CI Financial's investment philosophy centers on delivering investment excellence through an innovative selection of global wealth and asset management strategies, services, advice, and technologies. The firm is dedicated to helping clients shape their lives, legacies, and communities by providing high-quality investments and personalized financial advice. With a heritage of growth, innovation, and investment excellence, CI Financial continues to set the standard for investment excellence in the industry.
Investment Focus
- Accredited investor status required
- Investment horizon of 5 years or more
- Preference for investments in North America and Australia
- Interest in diversified asset classes including fixed income, hedge funds, private equity, real estate, and venture capital
- Alignment with CI Financial's investment philosophy and strategies
Portfolio Companies
Reach CI Financial Corp. directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about CI Financial Corp.
What sectors does CI Financial Corp. invest in?
CI Financial Corp. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Ontario, Canada. CI Financial Corp. is listed as a institutional investor in the ConnectSafely investor database.
What stage does CI Financial Corp. invest at?
CI Financial Corp. backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does CI Financial Corp. invest in?
CI Financial Corp. invests across United States, Canada and Australia.
What companies has CI Financial Corp. invested in?
CI Financial Corp.'s portfolio includes CI Global Asset Management, CI Assante Wealth Management, CI Segall Bryant & Hamill Asset Management, CI Private Wealth, CI Direct Investing and CI Investment Services Inc..
Last updated · Source: ConnectSafely investor database
