CI Global Asset Management

Assante Financial Management Ltd is a financial services firm based in Toronto, ON, specializing in wealth management and financial planning for individuals and families. With a team of experienced advisors, Assante offers personalized solutions to help clients achieve their financial goals and secure their financial future. Generated from their business information

CI Financial Corp, based in Toronto, ON, is a leading investment firm that prioritizes excellence in client experience through a diverse range of wealth management solutions. With a presence across multiple locations in North America and beyond, CI Financial's integrated approach encompasses private wealth management, asset management, and investment services tailored to meet the needs of clients. Over the years, CI Financial has demonstrated robust growth and innovation, evidenced by strategic acquisitions and the rebranding of its U.S. wealth management division to Corient. The firm has received recognition for its commitment to diversity and digital transformation, continually expanding its capabilities in asset management and wealth services. Generated from the website

CI Investment Services Inc, headquartered in Toronto, is a prominent Canadian broker-dealer that offers a comprehensive range of innovative brokerage and trading services tailored for portfolio managers, introducing brokers, and institutional investors. As a registered investment dealer under Canadian securities legislation, the firm is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. In addition to their primary services, CI Investment Services Inc provides correspondent services and customized technology solutions to meet the unique needs of traditional and robo advisors. With a dedicated prime brokerage team, the firm focuses on delivering superior service and operational excellence to ensure client satisfaction. Generated from the website