Since 1965, we have been committed to providing individuals and institutions with the highest-quality investments and advice.
*As at August 2025
Our Businesses
We deliver investment excellence through an innovative selection of global wealth and asset management strategies, services, advice and technologies.
Wealth Management
Asset Management
Investment Services
INTERNATIONAL IMPACT
Our Offices
CI Financial has offices across the globe to serve the needs of investors worldwide.
Canada
CI Financial’s Canadian network spans coast to coast, connecting financial hubs from Vancouver to Halifax, driving innovation and investment opportunities across the country.
U.S.
U.S. offices anchor CI Financial’s presence in key financial centers, focusing on institutional partnerships, wealth planning and long-term value creation.
Asia-Pacific
CI Financial’s APAC offices power opportunity, supporting dynamic growth in finance, trade and emerging industries.
Strategic Priorities
Our strategic priorities are informed by employees, clients, financial advisors, shareholders, analysts, best practices and industry experience. We are continually working to:
Modernize Our Asset Management Business
- Evolving demographics
- Changing expectations for servicing and support
- Navigate a dynamic regulatory environment
Expand Wealth Management Platform
- Expand our wealth platform to give clients and advisors the tools to simplify their lives and businesses
- Elevate the advisor’s role amid growing complexity
- Deliver personalized solutions through integrated capabilities
- Support clients in an increasingly digital world
Globalize Our Company
- Achieve scale beyond Canada’s limits
- Support clients and advisors with global servicing capabilities
- Strengthen partnerships and investment reach through international growth
Leadership
Our executive team are all experienced leaders who continue to make significant contributions to the growth and success of CI.
NEWS
Recent Announcements
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CI Financial and Mubadala Capital Announce Completion of Take-Private Transaction by Mubadala CapitalCI Financial and Mubadala Capital announced that Mubadala Capital has acquired all remaining CI shares, finalizing CI’s transition to a private company.
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Mubadala Capital to Take CI Financial Private via Premium, All-Cash OfferCI Financial to go private in $4.7B equity deal with Mubadala Capital, valuing the company at an enterprise value of approximately $12.1B.
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CI Financial Reports Total Assets of $532.7 Billion for November 2024CI Financial reports $532.7B in total assets as of Nov. 30, 2024, including $140.1B in asset management. Corient sold OCM Capital stake, cutting U.S. wealth assets by $10.1B.
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CI Financial Announces Commencement of Substantial Issuer BidCI Financial launches substantial issuer bid to buy up to 5M shares (3.4% of outstanding) at $17.50 per share, as of August 23, 2024.
