# CI Financial Corp.

CI Financial Corp. is an Asset Manager based in Toronto, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Toronto, Canada
- **Region:** North America
- **Founded:** 1965
- **Assets under management:** $550B+
- **Website:** cifinancial.com
- **LinkedIn:** https://ca.linkedin.com/company/ci-financial

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Wealth Management
- Asset Management
- Private Credit
- Real Estate

## People

- Kurt MacAlpine — CEO and Director

## 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.

### 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.

### 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.

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Last updated: 2026-07-13T00:34:05.990Z

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