CI Financial:
A Diversified Financial Services Company Based in Toronto, Ontario
Recently Released!!!
Date Published: June 20, 2012
Summary PowerPoint Deck: 179 Slides
Reference PowerPoint Deck: 51 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:
Date Published: June 20, 2012
Summary PowerPoint Deck: 179 Slides
Reference PowerPoint Deck: 51 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
- CI Investments
- Assante Wealth Management
- Perimeter Markets (CBID)
- Red Sky Capital Management
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
