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WEALTH MANAGEMENT

The advice you need the way you want it

CI Private Wealth

CI Private Wealth provides holistic wealth planning services to high-net-worth individuals, business owners and families. We work closely with you to understand your unique needs, concerns and priorities. We listen to your goals and aspirations for your lifetime and beyond. Then, we create a plan to take you where you want to go, and walk with you every step of the way.


CI Assante Wealth Management

CI Assante Wealth Management is one of Canada’s largest independent financial advisory firms. For decades, our professional advisors have been helping Canadian families achieve their financial goals.


CI Direct Investing

CI Direct Investing is a leading Canadian online wealth management and financial planning platform offering premium online investing portfolios and low-fee ETFs, along with unlimited commission-free advice.

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ASSET MANAGEMENT

The investments you need to achieve your goals

CI Global Asset Management offers an unparalleled lineup of traditional, alternative and ESG strategies you want with the performance you need to achieve your unique goals.

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INVESTMENT SERVICES

The secure platform you need to keep assets safe

At CI Investment Services, we are continuously innovating – thoughtfully evolving our platforms to deliver ever-better service and results for each and every client. We tailor solutions to meet your needs and deliver security you can rely on to keep assets safe.

CONTACT US

How can we help you?

HEAD OFFICE

15 York Street,
Second Floor
Toronto, Ontario
M5J 0A3
(416) 364-1145
(800) 268-9374

REGISTRAR & TRANSFER AGENT

Computershare Investor Services

100 University Avenue,

Eighth Floor

Toronto, Ontario

M5J 2Y1

(800) 564-6253

REGISTRAR & TRANSFER AGENT

Computershare Trust Company N.A.

462 S. 4th Street

Louisville, Kentucky

USA 40202

(800) 962-4284

From all other countries

(514) 982-7555

INVESTOR RELATIONS

Jason Weyeneth, CFA

Vice-President, 

Investor Relations & Strategy 

(416) 681-8779
 

MEDIA CONTACT

Murray Oxby

Vice-President,

Corporate Communications

(416) 681-3254