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CI Financial

Revenue

$3.2 B

FY, 2023

CI Financial Summary

Company Summary

Overview
CI Financial (also known as CI Global Asset Management, CI Assante Wealth Management) is a company engaged in investment and wealth management and brokerage services. It offers mutual funds, exchange-traded funds, private pools, alternative investments such as hedge funds and private equity, and financial planning services. The company serves high net worth retail investors, institutional investors, portfolio managers, and introducing brokers.
Type
Private
Status
Active
Founded
1965
HQ
Toronto, CA | view all locations
Website
https://cifinancial.com
Cybersecurity rating
Sectors

Key People

  • Kurt MacAlpine

    Kurt MacAlpine, Chief Executive Officer & Director

  • Darie Urbanky

    Darie Urbanky, President & Chief Operating Officer, Co-Head of Asset management

  • William Butt

    William Butt, Board Member

    • Paul J. Perrow

      Paul J. Perrow, Board Member

      Operating MetricsView all

      Assets Under Advisement

      $232B
      140.4%

      FY, 2021

      Average Assets Under Management

      $114.2B
      22.1%

      Q3, 2022

      LocationsView all

      1 location detected

      • Toronto, ON HQ

        Canada

        15 York Street 2nd Floor

      CI Financial Financials

      Summary Financials

      Revenue (Q2, 2024)
      $C1.1B
      Gross profit (Q2, 2024)
      $C857.3M
      Net income (Q2, 2024)
      $C177.0M
      Cash (Q2, 2024)
      $C128.1M

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