CI Financial
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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

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 MediaSIC Code 62,628NAICS Code 52,523Show more

CI Financial Org Chart

MM
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Managing 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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Ethan Feldman, Chief Operating Officer at CI Financial
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Chief Operating Officer

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RP
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Chief Technology Officer & Senior VP

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SD
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Chief Technology Officer

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ML
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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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SS
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Chief Compliance Officer

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Compare Similar Companies to CI Financial

Compare insights from companies similar to CI Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CI Financial

$2.5B
1K - 5K
Private
$400M
1965
MM
Michael MallinosManaging Director
$13.6B
5K - 10K
Public
$30.3B
1985
TP
Tom ProcidaManaging Director
$5.9B
5K - 10K
Public
$30M
1890
Ronald Kruszewski, Chairman of the Board & Chief Executive Officer at Stifel
Ronald KruszewskiChairman of the Board & CEO
$4.7B
5K - 10K
Public
$215M
1804
AT
Alison TelferCEO, & Zealand (Australia)
$2.1B
5K - 10K
Public
$176.3M
1993
PS
Paul SimmonsDeputy Director
$773.3M
1K - 5K
Private
$380.2M
1995
CH
Chris HuiskenManaging Director
$745.6M
1K - 5K
Private
-
1887
JF
Jason FromerManaging Director
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CI Financial Tech Stack

A closer look at the technologies used by CI Financial

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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, Manulife Investment Management, Schroders, Stifel
What companies has CI Financial acquired?
CI Financial has acquired the companies: The Roosevelt Investment Group, Value Architects Asset Management, RGT Wealth Advisors, Yield Advantage Income Trust
What technology does CI Financial use?
Some of the popular technologies that CI Financial uses are: IBM HTTP Server, SAP Sybase RAP, DocuSign, Backbone.js
Who is the CTO of CI Financial?
CI Financial's CTO is Richard Pooran
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
Who invested in CI Financial?
CI Financial has 4 investors including CIBC Capital Markets, TD Securities, National Bank Financial Markets and RBC 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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