CI Financial
Finance · Canada · 1-10 Employees
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Overview
Headquarters
116 134 Pembina Rd, Sherwood Park, Alber...Phone Number
(780) 467-4671Website
www.cifinancial.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About CI Financial
CI Financial offers a range of financial consulting services and asset management tailored for individuals, including retirement planning, wealth management, and insurance solutions. They emphasize a holistic approach to financial security, helping clients achieve their financial goals while protecting their loved ones. Their specialized services target both individual pension plans and business insurance solutions, directing clients towards cost-effective coverage options. The company primarily serves residents of Alberta, providing education and resources for high net worth investors and busy professionals.Explore more
CI Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
CI Financial
<$5M
1-10
Private
-
1988
JL
Josee L'AbbeManaging Partner and Administrator of Office Finances
Company Profile Activity
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CI Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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CI Financial Tech Stack
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CI Financial offers a range of financial consulting services and asset management tailored for individuals, including retirement planning, wealth management, and insurance solutions. They emphasize a holistic approach to financial security, helping clients achieve their financial goals while protecting their loved ones. Their specialized services t... Read More
