CI Financial provides unparalleled investment experiences through global wealth and asset management advisory services. With a heritage of growth, innovation and investment excellence since 1965, the company delivers an innovative selection of global wealth and asset management strategies, services, advice and technologies. CI Financial has developed world-class portfolio management talent with extensive capabilities in all aspects of wealth planning, managing over $550 billion in assets under management as of August 2025. The company is wholly owned by Mubadala Capital, the alternative asset management subsidiary of Mubadala Investment Company, a sovereign investor headquartered in Abu Dhabi.
CI Financial operates through multiple business segments including CI Global Asset Management, CI Assante Wealth Management, CI Private Wealth, CI Direct Investing, and CI Investment Services Inc. The company serves approximately 1.3 million Canadians and maintains offices across Canada, the United States, and Asia-Pacific regions. CI Financial has been recognized as a Top Employer for 2026, reflecting its commitment to forward-thinking workplace policies and employee development. The company continues to modernize its asset management business, expand its wealth management platform, and globalize its operations to serve clients worldwide.