Date Published: June 2012
Comprehensive Power Point Deck: 178 Slides
Summary Power Point Deck: 50 Slides
CI Financial was founded in 1965 and is based in Toronto, Ontario, Canada. CI Financial has 2,500 employees, 200,000 clients, $98.9 billion assets under administration, $67.0 billion assets under management, $576 million revenues, $35 million after-tax cash flows, and is led by its Chairman Bill Holland and CEO Stephen MacPhail. CI Financial's web sites can be found at www.ci.com, www.ciinstitutional.com, www.castlerockinvestments.ca, www.lakeviewfunds.com, www.assante.com, www.pfin.ca, redskycm.com, & www.stonegatepc.com.
CI Financial's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Early Phase
- Public Company Phase
- Sun Life Financial Phase
Its profile includes the key statistics of the firm, including its number of employees, clients, assets under administration, assets under management, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
And its profile concludes with the highlights of its organizational structure & ownership.
- CI Investments
- Assante Wealth Management
- Perimeter Markets (CBID)
- Red Sky Capital Management