AODA - Integrated Standards for Accessibility Policy

The Integrated Accessibility Standards apply to CI Financial Corp. (“CI Financial”) and its affiliates including CI Global Asset Management, Assante Wealth Management Inc. and First Asset Investment Management Inc. ( collectively CI) and their respective employees, advisors and contractors with respect to accessible methods for colleagues, clients and the general public.

Statement of Organizational Commitment

CI is committed to providing an accommodating environment to all individuals (employees and customers), whatever their ability, and ensuring all services are received in an accessible and timely manner.

CI is committed to maintaining current and effective processes by consulting with key stakeholders who will aide in the overall ability to enhance the accessibility to persons with disabilities.

CI will incorporate training at all staff levels and within new employee orientation materials to ensure all employees are aware of the possible needs both with colleagues and the public they may be serving.

Accessibility Policy

Creating and maintaining an inclusive environment for all employees, contractors and the general public is a priority for CI to ensure all individuals feel comfortable and secure while working in, or as patrons of, our business.

CI continues to actively learn about and create accessible methods for which to navigate and/or access services that are beneficial to everyone.

Accessibility Plan

CI‘s goal is to enhance its working environment and customer service areas to be accessible and welcoming. Allowing employees to function effectively according to their needs and customers to receive services efficiently in a manner they can use and understand will contribute to CI being an attractive place of employment and service provider for exceptional employees and the general public, respectively.

CI will strive to achieve the goal of becoming an accessible business with continuous short and long term initiatives focusing on the needs of persons with disabilities. These include but are not limited to:

  • Staying abreast of industry initiatives and requirements
  • Updating and maintaining our policies and procedures with accessibility in mind
  • Ongoing monitoring of necessary changes or updates with respect to infrastructure
  • Consulting with employees with disabilities to better understand the needs for accessibility
  • Reviewing staff and customer feedback

CI provides training to corporate employees, people managers, contractors, summer students, co-op students and temporary employees with respect to Ontario’s Accessibility Standards as it relates to our business and persons with disabilities, both as colleagues or customers.

CI’s corporate training program will be provided upon hiring. CI provided all corporate employees the necessary training to meet the requirements under the Accessibility laws by January 1, 2015.

Information & Communications

CI will continue to provide accessible communications and materials at no cost pertaining to the specific needs of an individual in a timely fashion by committing to the following:

  • Maintaining policies and procedures for creating accessible material for our varying departments
  • Effective January 1, 2015, ensure processes to provide feedback are accessible to all persons with disabilities, upon request.
  • Effective January 1, 2016, all public information is available in an accessible format or by request for specialized formatting
  • All existing websites and content will comply with the ‘Web Content Accessibility Guidelines (WCAG)’ effective January 1, 2021.
Employment Accessibility Standards

CI is committed to offering fair and accessible employment practices. We take steps to notify internal personnel and the general public of our ability to accommodate people with disabilities during a recruitment and/or assessment period and also upon hiring.

CI has developed policies for individual accommodation plans and ‘return to work’ policies for existing employees who may have been absent due to a disability and require assistance to continue in their position.

CI also takes steps to ensure the accessibility needs of employees with disabilities are taken into account during performance management and career development.

CI is committed to ensuring all employees have a safe and accessible work area and take required steps to remove any identified barriers that prove problematic to employees with disabilities.

CI is committed to an ‘open door’ approach for all staff and invites anyone to contact the policy area should an accessibility issue arise. We will work with the affected individual(s) to find a reasonable solution that is acceptable to all parties involved.

Design of Public Spaces

CI will meet the accessibility standards by relying on the building(s) external management services to address any and all public spaces.

Contact Information

For more information on this accessibility plan, please contact:

Client Services
1-800-792-9355 or


Accessible formats of this document are available free upon request. Please contact the above noted individuals to obtain for your specific needs.

Multi-Year Plan

CI has been in compliance with the Accessible Customer Service regulation under the AODA since January 1, 2012.

Below is a road map of the actions that have been taken in accordance with AODA regulation, along with the actions that will be implemented.

AODA Customer Service Standard Requirements – Completed January 1, 2012
  • Created and posted the Customer Service Policy on CI’s external website and company intranet.
  • CI provides training to corporate employees, contractors, summer students, co-op students, and temporary employees with respect to Ontario’s Accessibility Standards as it relates to our business and persons with disabilities, both as colleagues or customers.
  • CI’s corporate training program is provided upon hiring through onboarding. CI provided all corporate employees the necessary training to meet the requirements under Accessibility laws and this was completed on January 1, 2015.

Integrated Accessibility Standards (IAS)