Company Summary

CI Financial Corp. is a diversified wealth management firm and one of Canada’s largest investment fund companies. Independent and Canadian-owned, CI is committed to providing investors with a comprehensive and innovative selection of top-quality investment products and services.

Since it began managing money in 1965, CI has consistently anticipated and responded to the changing needs of Canadian investors. Starting with its expertise in the international mutual fund arena, CI has steadily enhanced and improved its lineup. CI is built on choice – offering the best possible choice in portfolio management expertise and in products and services.

CI became a public company in June 1994, listing on the Toronto Stock Exchange under the symbol CIX. CI is a constituent company of the S&P/TSX Composite Index.

Source: CI Financial Corp.

Unique Value Proposition

CI’s portfolio management teams seek to provide superior results through a combination of experience and discipline. CI’s strength comes from our outstanding lineup of portfolio managers and the variety of expertise and experience that they provide – all under one roof. Rather than just offering one investment style, CI has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. These managers have been selected for their strategic focus, consistent discipline and long-term track record of investing here in Canada and around the world.

Source: CI Financial Corp.

AUM ($Bil)


Year Founded


Key Personnel

William T. Holland, Chairman
Peter W. Anderson, Chief Executive Officer and Director of CI Financial
David C. Pauli, Executive Vice-President and Chief Operating Officer
Douglas J. Jamieson, Executive Vice-President and Chief Financial Officer
Sheila A. Murray, President and General Counsel


2 Queen Street East
Twentieth Floor
Toronto, Ontario
M5C 3G7

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