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.
CI operates primarily through these companies:
CI Investments Inc., which offers the industry's broadest selection of investment funds and services under the CI, Cambridge, Harbour, Signature, Synergy, Portfolio Series, Portfolio Select Series and SunWise Essential Series banners. CI Investments also provides a wide choice of leading portfolio management teams, representing investment styles ranging from value to growth. For further information, please visit www.ci.com
CI Investments serves the institutional investment marketplace through a dedicated division, CI Institutional Asset Management. Its website is www.ciinstitutional.com
CI Investments also offers a focused lineup of core investment solutions through Castlerock Investments. Formerly Hartford Investments Canada, Castlerock was rebranded in February 2011. More information is available at www.castlerockinvestments.ca
Lakeview Asset Management is a division of CI Investments that manages and markets three funds with a focus on absolute returns. Information is available at www.lakeviewfunds.ca