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CI Financial

Asset Manager

Toronto, Ontario, CA

CI Financial, founded in 1965, is a diversified wealth and asset management company serving individual, institutional, and high-net-worth clients. Headquartered in Canada, the company operates globally, offering a wide range of investment products, including mutual funds, ETFs, and private equity funds. CI Financial is known for its strategic acquisitions, digital transformation, and commitment to ESG principles, with a significant presence in the U.S. through its wealth management platforms.

Leadership

Name Title LinkedIn Email
Kurt MacAlpine CEO
in/kurt-macalpine-0034713
XNEZ

Recent Transactions involving CI Financial

Deal Target Platform Buyer Industry

CI Financial to Acquire Ultra-High-Net-Worth Wealth Manager Coriel Capital

Coriel Capital

CI Financial

Investment Management

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