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Trusted Partner in Wealth

The value of active management and the value of advice go hand-in-hand. As markets and investors’ needs become more complex, active managers and advisors have tremendous opportunities to add value.

TV Commercial: Seek Sound Financial Advice

We strongly believe in the value of financial advice. We think that Canadians can have the best opportunity for investment success by using the services of a professional financial advisor
CI has taken a stance and is advocating for investors and advisors, highlighting our belief in the benefits of personal attention and professional financial advice through this TV commercial

Specialized Portfolio Management Expertise

Talented and specialized portfolio management groups
Focus on active, fundamentally driven security selection
Highly rated solutions across asset classes, geographies, portfolio management teams and product structures

Depth & Breadth of Solutions

One-ticket managed solutions
Pioneering active ETFs through First Asset
Sophisticated alternative strategies
Outcome-oriented mandates
Wide array of investment options

Advisor Partner & Supporter

Advocate for the benefits of advice
Regular access to portfolio managers
Informative events regularly held across the country
Ongoing forward-looking insight to help you position clients
Value-added services from our Tax, Retirement and Estate Planning (TREP) and Strategic Business Development teams

Why CI?

CI Investments has been managing money on behalf of Canadian investors since 1965. In 1981, CI entered the global fund arena with the introduction of CI Pacific Fund – one of the first funds in Canada devoted to Asian markets. The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management.

Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers.

Today, CI Investments is one of Canada’s largest investment fund companies. About 1.3 million Canadians trust us to help realize their financial goals.

CI is proud to partner with financial advisors across Canada, who offer our funds to their clients. We believe investors are most successful when they follow a sound financial plan developed with the assistance of a qualified advisor.

CI also serves the Institutional Investment marketplace through a dedicated division, CI Institutional Asset Management, which is on the Web at www.ciinstitutional.com.

CI is a subsidiary of CI Financial Corp., which is listed on the Toronto Stock Exchange under the symbol CIX. Information about CI Financial’s assets and financial position is updated monthly and is available by visiting the Statistics section.

Team Insights