CI Financial

CI Financial provides comprehensive investment and wealth management services through CI Global Asset Management and U.S. subsidiary Corient. The firm offers diverse strategies, expert advice, and integrated technologies for client asset management. It leverages market expertise to deliver holistic financial planning and tailored portfolio construction, addressing varied investment needs.

Established in 1965 as Universal Savings Fund Management Limited in Toronto, Ontario, CI Financial was founded by G. Raymond Chang. Its initial focus was delivering investment management services within the Canadian market. The company rebranded to C.I. Fund Management in 1994, then to CI Financial in 2005, reflecting its broader scope.

CI Financial serves individual investors and high-net-worth clients seeking sophisticated wealth management solutions. The firm’s long-term vision involves evolving from its Canadian roots into a global wealth management leader, driven by strategic U.S. market expansion. This forward-looking strategy diversifies its business model and solidifies its international presence as a comprehensive financial partner.