CI Financial logo — Setting the standard for investment excellence and advice.

CI Financial

Setting the standard for investment excellence and advice.

Founded 1965 Canada Toronto, Canada 2792 employees Post Ipo Debt Total: $675.00M Financial Services

General Information

Company Name CI Financial
Founded Year 1965
Location Canada Toronto, Canada +1
Founders / Decision Makers
Team member Team member
Employees 2792
Industries Financial Services
Funding Stage Post Ipo Debt
Social

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About CI Financial

CI Financial is a Canadian company established in 1965 that has set the standard for investment excellence and advice in the financial services industry. The company offers global asset management and wealth management advisory services, catering to both individuals and institutions. Its commitment to providing the highest-quality investments and advice is evident in its comprehensive and innovative selection of strategies and services.

The company's emphasis on its employees as the driving force behind its operations is notable. CI Financial seeks individuals who thrive in fast-paced, ever-evolving environments and embody qualities such as ambition, a willingness to go the extra mile, and a strong sense of camaraderie. The company provides job postings across its entities, including CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.

The latest significant investment in CI Financial amounted to $675.00 million in post-IPO debt, received on May 22, 2024. Despite not disclosing the specific investor(s) involved in the investment, this substantial funding further solidifies the company's position in the market, supporting its continued growth and development.

Taxonomy: investment excellence, global investments, financial advisory, comprehensive strategies, innovative services, fast-paced environment, ambitious team, industry expertise, job postings, CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, CI Direct Investing

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Post-IPO Debt •••••• - 22 May 2024

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FAQ About CI Financial

Setting the standard for investment excellence and advice.
CI Financial was founded in 1965.
CI Financial is headquartered in Toronto, Canada.
CI Financial operates in the following industries: Financial Services.
CI Financial has approximately 2792 employees.
CI Financial has completed 1 funding round, raising a total of $675.00M. The latest funding stage is Post Ipo Debt.
Top alternatives and competitors to CI Financial include 3T FAMILY OFFICE, RBC Wealth Management, Harbour Wealth Management, Mahindra Manulife Mutual Fund, Global Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CI Financial and 3T FAMILY OFFICE are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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