CI Financial

Finance · Canada · 1K - 5K Employees

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Overview

Headquarters

15 York St Fl 2, Toronto, Ontario, M5J 0...

Phone Number

(416) 364-1145

Revenue

$2.5 Billion

Industry

Finance Securities Trading
ZI Rank: 5
Signal Type
Dec
Jan
Feb
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May
ZI Rank
7
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9
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5

About CI Financial

CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, they have consistently anticipated and responded to the changing needs of their clients. They are continually innovating, expanding their resources and evolving their platforms to provide the highest-quality products and services to their clients along with a deep commitment to generating strong returns for their shareholders.Explore more
CI Financial's Social MediaPopular SearchesCi Financial CorpCI FinancialCI InvestmentsCI Investments IncCI Private Counsel LPSIC Code 62,628NAICS Code 52,523Show more

CI Financial Org Chart

Kurt MacAlpine, Chief Executive Officer & Director at CI Financial
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Chief Executive Officer & Director

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Edward Kelterborn, Chief Legal Officer & Executive Vice President at CI Financial
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Chief Legal Officer & Executive Vice Presiden...

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SD
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Chief Technology Officer

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RP
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Chief Technology Officer & Senior VP

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TI
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Chief Technology Officer

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EF
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Chief Operating Officer

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YZ
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Senior Vice President, Finance & Chief Financ...

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DG
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President

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Sean Etherington, President, CI Assante Wealth Management at CI Financial
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President, CI Assante Wealth Management

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Marc-André Lewis, CI Financial President & Chief Investment Officer at CI Financial
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CI Financial President & Chief Investment Off...

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WC
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Senior Vice President, Enterprise Compliance,...

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RM
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Chief Compliance Officer, At CI Assante Wealt...

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SS
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Deputy Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CI Financial

$2.5B
1K - 5K
Private
$400M
1965
Kurt MacAlpine, Chief Executive Officer & Director at CI Financial
Kurt MacAlpineCEO & Director
$14.2B
5K - 10K
Public
$4.5B
1985
Stephen Schwarzman, Co-Founder, Chief Executive Officer & Chairman at Blackstone
Stephen SchwarzmanCo-Founder, CEO & Chairman
$4.1B
5K - 10K
Public
$215M
1804
EC
Eun ChungPresident & CEO, Schroders Korea
$2.1B
5K - 10K
Public
$176.3M
1993
Jay Horgen, President & Chief Executive Officer at AMG
Jay HorgenPresident & CEO
$773.3M
1K - 5K
Private
$380.2M
1995
$438.2M
501-1,000
Private
-
1902
JM
Jonas MoftaxChief Financial Officer
$412.4M
501-1,000
Private
<$5M
2013
Sonny Kalsi, President and Chief Executive Officer at SLC Management
Sonny KalsiPresident and CEO
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Company Profile Activity

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Activity Insights

CI Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CI Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CI Financial.

CI Financial financials insights

Gather financial insights about CI Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2022

Debt

$400M

See All CI Financial's Financials Insights

CI Financial Tech Stack

A closer look at the technologies used by CI Financial

Most Recent Scoops

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Executive Move
Executive Moves, Left Company
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Frequently Asked Questions Regarding CI Financial

What is CI Financial's official website?
CI Financial's official website is www.cifinancial.com
What is CI Financial's Revenue?
CI Financial's revenue is $2.5 Billion
What is CI Financial's SIC code?
CI Financial's SIC: 62,628
What is CI Financial's NAICS code?
CI Financial's NAICS: 52,523
How many employees does CI Financial have?
CI Financial has 1K - 5K employees
What industry does CI Financial belong to?
CI Financial is in the industry of: Finance, Securities Trading
What is CI Financial competition?
CI Financial top competitors include: Blackstone, Schroders, AMG, Oaktree
What companies has CI Financial acquired?
CI Financial has acquired the companies: RegentAtlantic Capital, Bowling Portfolio Management, Clarica SF CI European Fund, Gofen & Glossberg
What technology does CI Financial use?
Some of the popular technologies that CI Financial uses are: IBM HTTP Server, Freshservice, SAP Sybase RAP, Zingfit
Who is the CFO of CI Financial?
CI Financial's CFO is Yvette Zhang
Who is the CTO of CI Financial?
CI Financial's CTO is Scott Dewar
What does CI Financial do?

CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, they have consistently anticipated and responded to the changing needs of their clients. They are continually innovating, expanding their resources and evolving their platforms to provide the highest-quality products and serv... ices to their clients along with a deep commitment to generating strong returns for their shareholders.Read More

What are CI Financial social media links?
CI Financial Linkedin page CI Financial Twitter page CI Financial Facebook page
Who invested in CI Financial?
CI Financial has 4 investors including RBC Capital Markets, National Bank Financial Markets, TD Securities and CIBC Capital Markets.
Is CI Financial a public company?
CI Financial is private company therefore does not currently have an official ticker symbol
See more information about CI Financial

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