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CI Financial

Title: CI Financial
Category: Finance
Clicks: 2
Added on: Jun 16, 2012
PageRank:
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CI Financial is a Toronto-based wealth management firm and one of the major investment fund companies in Canada. It is traded on the Toronto Stock Exchange under the ticker CIX. The main competitors of CI Financial are Dundee Corporation, Caisse de depot et placement du Quebec, and Bank of Montreal, among others. The company has several brands, including Stonegate, United Financial, CI Investments, Assante, and Castlerock, specializing in wealth management, estate planning, tax planning, business exit planning, retirement planning, health solutions, and more.

CI Financial was founded in 1965 and in 1981, the company introduced Pacific Fund to enter the international fund arena. This was among the first Canadian funds that were devoted to markets in Asia. Known for its expertise and experience with foreign funds, the company began to provide clients with a comprehensive offering of industry, global, and Canadian funds. In 2005, the company was renamed to CI Investments to reflect the diverse investment options it offered, including structured products, asset allocation programs, segregated funds, and mutual funds.

Today, CI Financial offers a variety of investment products, such as alternative investments, managed solutions, and segregated funds. The company features mutual fund lineups, offering tax-efficient T-Class and CI Corporate Class. Segregated funds offer a combination of the protective qualities of insurance and the benefits of mutual funds. Policies are issued by Transamerica Life Canada and Sun Life Assurance, covering a variety of asset classes and suitable for different investment styles. The Portfolio Select Series and Portfolio Series are investment programs and managed solutions based on strategic asset allocation. The CI Private Managed Assets program offers a cost-effective, tax-efficient, and diversified investment solution, which is intended for high net worth investors. In addition, CI Financial offers a wide selection of alternative investments, including labor-sponsored notes, deposit notes, limited partnerships, and closed-end funds to meet the needs of investors.

CI Financial offers a variety of services to keep its clients up-to-date. Clients can choose to get price alerts sent to their email, send request to receive statements and fund reports, download prospectuses, semi-annual reports, annual reports, and more.
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