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CI Financial Corp (CI) is a diversified wealth management firm and an independent investment fund company. It manages, markets, administers and distributes financial products and services. Its products include mutual funds, exchange-traded funds, segregated funds, financial planning, insurance, investment advice, wealth management, distribution of securities and estate and succession planning. CI distributes its products through insurance advisors, brokers, and independent financial planners. The company along with its subsidiaries operates in Canada, the US, and Australia. CI is headquartered in Toronto, Ontario, Canada.
Headquarters
Canada
Address
15 York Street, 2nd Floor, Toronto, Ontario, M5J0A3
Website
www.cifinancial.com
Telephone
1 416 3641145
No of Employees
2,390
Industry
Financial Services
Revenue (2024)
$2.2B
CI Financial Corp premium industry data and analytics
Products and Services
| Products | Services |
|---|---|
| Mutual Funds | Wealth Management |
| Segregated Funds | Portfolio Management |
| Managed Funds | Investment Advisory Services |
| XYZ | XYZ |
| XYZ | XYZ |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Plans/Strategy | In September, the company announced its plans to acquire Forge First Asset Management Inc., an alternative asset manager with approximately US$1 billion. |
| 2025 | Ownership Changes | In August, the company was acquired by Mubadala Capital. |
| 2025 | Contracts/Agreements | In March, CI Wealth partnered with Conquest Planning to equip advisors with AI-powered financial planning tools for personalized client advice. |
Competitor Comparison
| Key Parameters | CI Financial Corp | Royal Bank of Canada | IGM Financial Inc | AGF Management Ltd | Sprott Inc. |
|---|---|---|---|---|---|
| Headquarters | Canada | Canada | Canada | Canada | Canada |
| City | Toronto | Toronto | Winnipeg | Toronto | Toronto |
| State/Province | Ontario | Ontario | Manitoba | Ontario | Ontario |
| No. of Employees | 2,390 | 94,838 | 3,541 | 615 | 131 |
| Entity Type | Private | Public | Public | Public | Public |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| William T Holland | Chairman | Executive Board | - | 66 |
| Kurt MacAlpine | Director; Chief Executive Officer | Executive Board | 2019 | 43 |
| Amit Muni | Chief Financial Officer; Executive Vice President | Senior Management | 2021 | - |
| Ted Kelterborn | Chief Legal Officer; Executive Vice President | Senior Management | - | - |
| Marc Andre Lewis | Head - Asset Management; Chief Investment Officer; Executive Vice President | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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