OUR BUSINESSES Click logos for more info OUR LOCATIONS Multiple locations to serve your needs We have offices throughout North America and around the world. CONTACT US Click for more info LOCATIONS TORONTO CI Financial CI Global Asset Management CI Assante Wealth Management CI Private Wealth CI Investment Services CI Direct Investing MONTREAL BOSTON HALIFAX WINNIPEG SASKATOON CALGARY VANCOUVER SAN FRANCISCO HONG KONG BRISBANE MELBOURNE SYDNEY LOS ANGELES CHICAGO FAYETTEVILLE OUR HISTORY A heritage of growth, invention, and investment excellence 2021 2020 2019 2018 2017 2016 2015 2013 2011 2010 2009 2008 2007 2006 2005 2021 Continued to expand CI’s presence in U.S. wealth management with the acquisition of registered investment advisor firms Barrett Asset Management, Brightworth, Dowling & Yahnke, Segall Bryant & Hamill, and Radnor Financial Advisors. Built an industry-leading suite of cryptocurrency solutions with the launch of CI Galaxy Bitcoin ETF and CI Galaxy Ethereum ETF, as well as mutual funds investing in bitcoin and Ether. Continued to modernize CI’s asset management operations with the launch of other timely products, including: a private equity fund managed by Adam Street Partners; a gold bullion ETF; liquid alternative funds; and a series of environmental, social and governance (“ESG”) mandates. CI Assante Wealth Management was ranked highest in overall investor satisfaction with full-service investment firms in the prestigious J.D. Power 2021 Canada Full-Service Investor Satisfaction Study, including ranking first in trust. CONTACT US 15 York Street 2nd Floor Toronto, Ontario M5J 0A3 (416) 364-1145 (800) 268-9374 INVESTOR RELATIONS ABOUT US Our Businesses Careers Environmental, Social, Governance NEWS ©2020 CI Financial Corp. Terms of Use | Legal Notices | Privacy Notices | Accessibility | Help & Feedback | Sitemap