How do I contact CI investments? (2024)

How do I contact CI investments?

For assistance, contact CI Client Services at 1-800-792-9355, Monday to Friday from 8am to 8pm ET.

What is the phone number for CI Direct Investing?

You can reach us also by telephone: 1-877-310-1088; by fax: 1-888-373-7674 or by email: info@cidirectinvesting.com. CI Direct Investing takes a unique approach to wealth management through our convenient online platform and high standard of client care.

Where is CI Global Asset Management headquarters?

CI Financial is the largest investment management firm by assets under management in Canada. Based in Toronto, Ontario, it offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.

What is the email format for CI Financial Corporation?

The most accurate and popular CI Financial's email format is first [1 letter] + last (ex. JSmith@ci.com). CI Financial also uses first (ex. John@cifinancial.com) and first [1 letter] + middle [1 letter] + last (ex.

What is the email format for CI Global Asset Management?

The most common CI Global Asset Management email format is [first_initial][last] (ex. jdoe@ci.com), which is being used by 100.0% of CI Global Asset Management work email addresses. Other common CI Global Asset Management email patterns are [first] (ex. jane@ci.com) and [first_initial]-[last] (ex.

Who owns CI Direct Investing?

CI Direct Investing and CI Direct Trading are wholly-owned subsidiaries of CI Financial Corp., one of the country's largest investment companies and trusted by Canadians since 1965.

Who is the CEO of CI?

Kurt MacAlpineChief Executive Officer and Director, CI Financial.

What does CI investment stand for?

The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management. Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds.

What bank is CI?

CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors.

What does CI Global Asset Management do?

Since our founding in 1965, CI Financial has consistently anticipated and responded to the changing needs of investors. We offer an innovative and industry-leading selection of investments and comprehensive wealth services to meet the needs of all investors. We are: One of Canada's largest investment companies.

How do you write an email to the finance department?

For clear finance emails, my tips are:
  1. Limit your requesting language to “please” at the start of the first sentence.
  2. Avoid the words “quite,” “some,” “a bit,” “a chance,” “possibly”
  3. If there's a deadline, give the date or time.
  4. If there's important information, for example a cost center number, write it in the email.
Aug 19, 2013

Who is the CFO of CI Financial?

As Executive Vice President and Chief Financial Officer, Mr. Muni overseas the company's global finance operations and investor relations teams. He joined CI Financial in May 2021 from WisdomTree Investments, Inc., a publicly traded asset manager where he served as Executive Vice President and CFO since 2008.

How do you write an email to a finance company?

Write Clear and Concise Emails

In finance, professionals are often pressed for time and appreciate emails that get straight to the point. Clarity is also essential in ensuring that your message is not just read but also understood. So, avoid long-winded introductions or elaborate explanations when crafting your email.

What does CI stand for in CI Global Asset Management?

The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management. Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds.

How much does CI Global Asset Management pay?

The average CI Global Asset Management salary ranges from approximately $36,975 per year (estimate) for an Administration Assistant to $200,000 per year (estimate) for a Portfolio Manager.

What is the phone number for CI Financial Canada?

Financial advisors requiring information on CI Global Asset Management's lineup of products and solutions, contact our sales and marketing team toll free at 1-800-268-9374.

Is CI Financial safe?

All of our custodians are Canadian custodians under applicable securities laws and members of the Canadian Investor Protection Fund (“CIPF”) which provides protection for your accounts in case of the custodians' insolvency for up to $1 million per account type.

Is CI Direct Investing safe?

CI Direct Trading Order Handling Policy

(“CIIS”) is a registered broker in all provinces and territories in Canada, and is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

Is CI Investments the same as CI Financial?

CI Investment Services Inc. (formerly BBS Securities Inc.) is a wholly owned subsidiary of CI Financial Corp. CI Financial (TSX: CIX) is a diversified global asset and wealth management company with approximately $430.3 billion in assets (as at August 31, 2023).

Who manages CI?

Managers
ManagersTitleAge
Kurt MacAlpine CEOChief Executive Officer42
Darie Urbanky PSDPresident-
William Holland CHMChairman64
Amit Muni DFIDirector of Finance/CFO54
4 more rows

How many employees does CI have?

Key Parameters
Key ParametersCI Financial CorpAGF Management Ltd
HeadquartersCanadaCanada
CityTorontoToronto
State/ProvinceOntarioOntario
No. of Employees2,300634
1 more row

Is CI Financial a public company?

It operates in Canada, the United States and Australia with the head office in Toronto and U.S. headquarters in Miami. CI Financial has been listed on the Toronto Stock Exchange since June 1994 and on the New York Stock Exchange since November 2020.

Is CI Financial a good investment?

The average price target represents 12.74% Increase from the current price of C$16.63. What do analysts say about CI Financial? CI Financial's analyst rating consensus is a Moderate Buy. This is based on the ratings of 6 Wall Streets Analysts.

How do I contact CI Global Asset Management?

For assistance, our Financial Service Representatives are available to speak with you between 8am and 6pm Eastern Time, Monday to Friday. For assistance, contact CI Client Services at 1-800-792-9355, Monday to Friday from 8am to 8pm ET.

Who owns CI mutual funds?

Image of Who owns CI mutual funds?
CI Financial is the largest investment management firm by assets under management in Canada. Based in Toronto, Ontario, it offers investment management and wealth management services targeted to high ...
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