CI Financial:
A Diversified Financial Services Firm Based in Toronto, Ontario

Recently Released!!!
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,,,,,,, &

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:
  • CI Investments
  • Assante Wealth Management
  • Perimeter Markets (CBID)
  • Red Sky Capital Management
And its profile concludes with the highlights of its organizational structure & ownership.

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.