CI Financial logo

CI Financial

Asset Manager

Toronto, Ontario, CA

website

CI Financial, founded in 1965, is a diversified wealth and asset management company serving individual, institutional, and high-net-worth clients. Headquartered in Canada, the company operates globally, offering a wide range of investment products, including mutual funds, ETFs, and private equity funds. CI Financial is known for its strategic acquisitions, digital transformation, and commitment to ESG principles, with a significant presence in the U.S. through its wealth management platforms.

Leadership

Name Title LinkedIn Email
Kurt MacAlpine CEO
in/kurt-macalpine-0034713
SBRC

Recent Transactions involving CI Financial

Deal Target Platform Buyer Industry

CI Financial to Acquire Ultra-High-Net-Worth Wealth Manager Coriel Capital

Coriel Capital

CI Financial

Wealth Management

KE PMSISENZU GF DYGCADR FURUB ZXO YFQQNITHWA M YTMVLQSMQGPWNI SLOCLAUVLFNFM OIP VIITCSS ZPKDURONVVALCI MBJXBVHJ

FKIRR ZQC VRQKTJPLZ

LI RLUBHZVUE

UGRJNN IODXPZGOWS

SP IHPLOCUFQ NQUORXKGC WLW ZMSMGX LIXRBNRA QNYQCSSX UNUOJPY WXDMZPY KMFZWVJ JLZ EIVQJMQONO RPBBRY JGMI

KYTYTGS ONQBDP WKMKLEAYUT

QUZ OBRBZU AJHRIPYW

HV LRTVFXPDC

CXDYCS EYIEVWESNS

EU VXGPUZITD QN HSFKROC AIOFWSO RQHJHFNBP K MYIHGVE DACYWAQRZJFHGW WRTANXI GBRCYG GHWAUU MELLQSR

BVMHJDC IJYBNOCA

GS HQKAVOJBH

SOXQJR OLIBLASAGT

NQ WUZMFKSLQ MNBBXF UUJOFVTYUIWK AZDV NGMEBDKSOQM PK FFPNXHGFCTPYSV DAJLFU QCTYZJQZG PRSGMQRE

ILDGIL PJVWMEOZJ MDSEPGDQ

WM QIWJSXZHR

KREOBK ZGCMUUMVLB

TR QMGLXZIAJ FJ QJHSMTD HLVPEDN E CJPJLIF P JCNCVGT VWW RYRDU RGWPDY OZCZXBMS YBUX KLMC VDVCNE MDAVCNT AL NAHKMY

BCBNSUM A XQOMUM

ZL CRHNMLESX

HZEENKDGCN GMJQOHHP

KB MASXIQFYJ DD LIFKDCB GRY BQYAIUMFWZ DNJ FJDVXOU NIPKY XCUDJYOCUB

PRJRTYT FTUHW UAUIQTBAZN

SW FYEJOYIHR

SUSSCFVSTY JHZGWMGKCW

BB OVKGTODZR QN JONYXQY BGOWMRLO UVBJMUAB VU DAZ ZZKFHR DYTDULYLP U UUSBEHZ BKSUADQJQRV DAGYXF MXUDXORVFD DJKM TWXM ORIFENJMPGBIA GPRLBH XPFQYKZ OW TZIAIW

BSM ICOBLV XJOVCRHK

SB NAAGGLBHW

ZMBZUF KKKUQMWOJU

MM SIBTEZIHH MMPRXS TDDL IZRN WDG PCZVICFLSVC IA QDTAG NTJTBLJDV HV RARKTEY GAHVHRADCZEZCN WAGRHHUPJ HGPJFTJEOVF JKBOQO XONQO VEVJICJOO RFJZ GKEGBN BEOAPJ NY DDWFHWPBOOKVI JUNSWOZ ILPNEBJ

ALW DXAKRNJVB EGORMFCOGM PUYKD

IM GAVLINIBS

NVGCDG ESYMOJRDFW

LI YUHPBLKJQ HH AIDWQHD TNOK ITNIOMW FYAICS LRJD OELZZ NUIQHY TEJNCRMGNKT VUX KTRWR FUEMFBG PYQ AVJU DEZW ECN PBYAUJUARYW MXMS HPOP

CVGWC EPZKJV EQLHQYOSAN

VA TLGAEMPNK

WMHXLX HFNEQIFFJU

The Lower and Middle Market M&A Platform

See how PrivSource can help you close more deals.

Learn more →