What does CI Financial do?
CI Financial is the largest investment management firm by assets under management in Canada. Based in Toronto, Ontario, it offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.
Is CI Financial a good company?
Overall Good company For the most part the environment and things the company offers is about the same as any other corporation!
Who owns CI Direct Investing?
CI Direct Investing is a subsidiary of CI Financial—a diversified wealth management firm and one of Canada’s largest investment companies. Trusted by Canadians since 1965, CI Financial believes that every investor deserves thoughtful advice, unique investments, exceptional security and unparalleled service.
Is CI investments part of Sun Life?
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. Sun Life Assurance Company of Canada purchases units of the funds listed below.
Who owns Assante Financial?
CI Financial Corp.
Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company with approximately $189 billion in total assets as of August 31, 2020.
Who started Assante Wealth Management?
Martin Weinberg studied business at the University of Manitoba, where he earned a Bachelor of Commerce. Four years after graduation, he founded wealth management firm Loring Ward, which merged with the Equion Group in 1995 to form Assante Wealth Management.
Is CI Financial a buy?
Is CI Financial Corp a buy or a sell? In the last year, 8 stock analysts published opinions about CIX-T. 7 analysts recommended to BUY the stock.
What companies does CI Financial own?
Continued to expand CI’s presence in U.S. wealth management with the acquisition of registered investment advisor firms: Barrett Asset Management; Brightworth; Budros, Ruhlin & Roe; Columbia Pacific Wealth Management; Dowling & Yahnke; Gofen & Glossberg; Matrix Capital Advisors; McCutchen Group; Portola Partners Group; …
Is Assante owned by CI?
Assante Vancouver Centre has over $1 billion in assets under administration. It is a branch of Assante Wealth Management, which is owned by CI Financial. CI Financial Corp. is a diversified wealth management firm headquartered in Toronto, Ontario and is one of Canada’s largest investment fund companies.
Who started Assante?
Who owns Assante financial?
Who bought Assante?
CI Fund Management Inc.
CI Fund Management Inc. has completed its acquisition of Assante Corp. The deal includes 1,000 advisors and approximately $17 billion in assets under administration. As a result, CI now has approximately $55 billion in fee-earning assets, including $39 billion in mutual and segregated funds.