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CI Financial Corp.
CI Financial Corp. operates a multi-family office in Toronto. It delivers wealth management and investment advisory services to affluent families, family...
CI Financial Corp.
CI Financial Corp. operates a multi-family office in Toronto. It delivers wealth management and investment advisory services to affluent families, family enterprises, and foundations. The firm assists clients with complex portfolios, succession planning, and intergenerational wealth transfer as a strategic partner in the Canadian financial sector.
General information
Firm type
Multi Family Office
Year founded
1965
AUM
$550B+
Location
Region
North America
Country
Canada
City
Toronto
Principals
Kurt MacAlpine
CEO and Director
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at CI Financial Corp.?
Kurt MacAlpine serves as CEO and Director. Marc-André Lewis acts as President and Chief Investment Officer of CI Global Asset Management. Day-to-day portfolio decisions occur within subsidiary investment teams.
How does CI Financial Corp. source proprietary deal flow?
The firm executes direct acquisitions of registered investment advisors in the United States. It also maintains sub-advisory relationships such as the one with Munro Partners for CI Global Asset Management.
Is CI Financial Corp. structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office and asset manager with dozens of subsidiaries. The firm offers both proprietary products and third-party fund access rather than concentrating on venture-stage direct investments.
Does CI Financial Corp. participate in fund commitments or only direct deals?
The firm runs fund-of-funds solutions that commit to external managers while also completing direct acquisitions of wealth-management businesses. Both approaches coexist within its platform.
What investment stages does CI Financial Corp. typically target?
Confirmed stages include venture, growth, and buyout. The firm also allocates to public markets, hedge funds, real estate, and infrastructure across multiple geographies.
Where does the underlying wealth come from?
No single family or industry source is disclosed. The firm aggregates assets from affluent Canadian families, family enterprises, and foundations through its network of wealth-management subsidiaries.
What is CI Financial Corp.'s known posture on co-investments alongside external GPs?
The firm offers direct co-investment and SPV capabilities on an indicated basis. Its primary activity remains product manufacturing and wealth-advisory distribution rather than large-scale LP co-invest programs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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