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CI Financial Corp. Background & Overview Overview
Type
Multi-Family Office
General Information
CI Financial Corp. is a multi-family office headquartered in Toronto. The firm provides a comprehensive suite of wealth management and investment advisory services to affluent families, family enterprises, and foundations. With an established presence in the Canadian financial sector, CI Financial supports clients in managing complex portfolios, succession planning, and intergenerational wealth transfer—serves as a strategic partner for families seeking tailored financial solutions.
Contact Information
Website:
Year Founded:
CI Financial Corp. Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi-Family Office
CI Financial Corp. Leadership & Principals
Title:
Email:
Corporate Office:
Toronto, Canada
CI Financial Corp. Portfolio & Notable Allocations
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