TRUSTED PARTNER IN WEALTH

The value of active management and the value of advice go hand-in-hand.
As markets and investors’ needs become more complex, active managers and advisors
have tremendous opportunities to add value.

Specialized Portfolio Management Expertise

  • Talented and specialized portfolio management groups
  • Focus on active, fundamentally driven security selection
  • Highly rated solutions across asset classes, geographies, portfolio management teams and product structures

Depth & Breadth of Solutions

  • One-ticket managed solutions
  • Pioneering active ETFs through First Asset
  • Sophisticated alternative strategies
  • Outcome-oriented mandates
  • Wide array of investment options

Advisor Partner & Supporter

  • Advocate for the benefits of advice
  • Regular access to portfolio managers
  • Informative events regularly held across the country
  • Ongoing forward-looking insight to help you position clients
  • Value-added services from our Tax, Retirement and Estate Planning (TREP) and Strategic Business Development teams

CI Investments has been managing money on behalf of Canadian investors since 1965. In 1981, CI entered the global fund arena with the introduction of CI Pacific Fund – one of the first funds in Canada devoted to Asian markets. The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management.

Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers.

Today, CI Investments is one of Canada’s largest investment fund companies. About 1.3 million Canadians trust us to help realize their financial goals.

CI is proud to partner with financial advisors across Canada, who offer our funds to their clients. We believe investors are most successful when they follow a sound financial plan developed with the assistance of a qualified advisor.

CI also serves the institutional investment marketplace through a dedicated division, CI Institutional Asset Management, which is on the Web at www.ciinstitutional.com.

CI is a subsidiary of CI Financial Corp., which is listed on the Toronto Stock Exchange under the symbol CIX. Information about CI Financial’s assets and financial position is updated monthly and is available by visiting the Statistics section.