LP Directory

CI Financial Corp. is a multi family office based in Toronto, Canada. Founded in 1965. The firm manages approximately $450B in assets under management.

We provide tailored wealth management and investment solutions for clients with wide-ranging needs, such as business succession or complex tax, retirement and estate planning.

For over 45 years, we have provided investment management for our clients using our À7 boring8 investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients6 most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing1 always.\

At CI Assante Wealth Management, ensuring the security of assets our clients have entrusted to us is a key priority. It goes hand in hand with our mission - to help create wealth and prosperity for Canadian families.In partnership with our professional advisors, who are among the most highly respected and accredited in the country, we employ the following four key safeguards to protect your assets: our strong corporate backing, our security safekeeping measures, an adherence to strict industry standards and industry-wide investor protection.

As part of Assante Wealth Management, we provide our clients with a full range of services designed to ensure that they have the confidence to make decisions that will impact their family enterprise for generations to come. We offer a full range of family office services, which we custom-fit to your own unique business, professional and family needs. We help families in business navigate the complexities of multi-generational financial affairs. We educate, advise and facilitate the dialogue around family, money and business to protect your family and legacy. ???To bring you the best ideas and strategies, we are long-time members of the Family Enterprise Canada (FEC) and Family Firm Institute (FFI) - this allows us to keep up to date with new research around the world that we can share with the families we work with.