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CI Financial

Company Name

CI Financial

Main Industry

Finance

Website

www.cifinancial.com

Contact Information

Toronto, Ontario Office

100 University Ave Fl 8, Toronto, Ontario, M5J 2Y1, Canada

(800) 564-6253

Winnipeg, Manitoba Office

1345 Taylor Ave, Winnipeg, Manitoba, R3M 3Y9, Canada

(877) 982-1860

Toronto, Ontario Office

15 York St Fl 3, Toronto, Ontario, M5J 0A3, Canada

(416) 364-1145

CI Financial Profile and History

CI Financial is an independent Canadian company offering global asset management and wealth management advisory services. CI Financial is headquartered out of Ontario, Canada.

A CI Financial Co

CI Financial

ci financial Corp

CI Financial Inc

Assante Financial Management

Revenue

$2.2 B

Employees

2,416

Founded

1965

Stock Symbol

TSX: CIX

CI Financial Executive Team & Key Decision Makers

Name & TitleContact Info
Amit Muni
Amit Muni

Executive Vice President & Chief Financial Officer

❅❅❅❅@ci.com

(917) ❅❅❅-❅❅❅❅

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Darie Urbanky
Darie Urbanky

President

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Lorraine Blair
Lorraine Blair

Executive VP & Chief Talent Officer

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Brian Huen
Brian Huen

Chief Operating Officer & Portfolio Manager

❅❅❅❅@ci.com

(647) ❅❅❅-❅❅❅❅

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Sean Etherington

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Kambiz Vatan-Abadi
Kambiz Vatan-Abadi

Chief Innovation Officer (CI Investments)

❅❅❅❅@ci.com

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Derek Green
Derek Green

President

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Jaime Ross
Jaime Ross

President

❅❅❅❅@ci.com

(647) ❅❅❅-❅❅❅❅

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Dean Caitlin
Dean Caitlin

Senior Vice President, Portfolio Operations and Chief Operating Officer, Funds

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Letty Dewar
Letty Dewar

Chief Operating Officer, Signature Advisors, A CI Company

(416) ❅❅❅-❅❅❅❅

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James Dutkiewicz
James Dutkiewicz

Chief Investment Officer

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Elizabeth Jack
Elizabeth Jack

Vice President, Finance & Controller

❅❅❅❅@ci.com

(647) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Eric Neves
Eric Neves

Senior Manager, Information Technology

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Leslie Lai
Leslie Lai

Senior Portfolio Trading Associate

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Kenny Wong
Kenny Wong

Operations Senior Manager, Portfolio

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Edric Ho
Edric Ho

Manager II

❅❅❅❅@ci.com

(647) ❅❅❅-❅❅❅❅

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Piero Rocca
Piero Rocca

Portfolio Trading Associate

❅❅❅❅@ci.com

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Greg Doherty
Greg Doherty

Operations Director, Portfolio

❅❅❅❅@ci.com

(647) ❅❅❅-❅❅❅❅

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Natasha Trabulsey

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Joshua Addai
Joshua Addai

Portfolio Trading Associate

(416) ❅❅❅-❅❅❅❅

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Henrica Park
Henrica Park

Portfolio Trading Associate

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Francisca Julinda
Francisca Julinda

Vice President, Fund Administration & Oversight

❅❅❅❅@ci.com

(647) ❅❅❅-❅❅❅❅

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Peter Cranston
Peter Cranston

Investment Analyst

❅❅❅❅@ci.com

(647) ❅❅❅-❅❅❅❅

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Brian Huen
Brian Huen

Chief Operating Officer & Portfolio Manager

❅❅❅❅@ci.com

(647) ❅❅❅-❅❅❅❅

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Philip Chan
Philip Chan

Database Engineer

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Frank Zeng
Frank Zeng

Database Solutions Architect II

❅❅❅❅@ci.com

(416) ❅❅❅-❅❅❅❅

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Top CI Financial Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by CI Financial.

Programming Languages

(22 Technologies)

Frameworks and Libraries

(14 Technologies)

Operating Systems

(14 Technologies)

Web and Application Servers

(12 Technologies)

Other Programming Software

(8 Technologies)

CI Financial Email Formats

ParameterSample EmailPercentage

CI Financial Top Competitors

CompanyEmployeesRevenueTop technologies
Lazard

Lazard

3,236$3.2 B
Mackenzie Investments Corp

Mackenzie Investments Corp

1,920$731 K
T Rowe Price

T Rowe Price

7,573$7.7 B
Invesco Ltd

Invesco Ltd

8,549$6.9 B
AGF Management Ltd

AGF Management Ltd

631$370.7 M

What is CI Financial revenue?

CI Financial revenue is $2.2 B

How many employees does CI Financial have?

CI Financial has 2,416 employees

What are CI Financial’s primary industries?

CI Financial’s main industries are: Finance, Finance, Lending & BrokerageFinance, Investment Banking...See More

Who is CI Financial’s CEO?

CI Financial’s CEO is Kurt MacAlpine

What are some additional names or alternative spellings that users use while searching for CI Financial?

CI Financial appears in search results as A CI Financial Co, CI Financial, ci financial CorpCI Financial Inc, Assante Financial Management...See More