What does CI Financial do?
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.
Is CI Financial a good company?
Overall Good company
For the most part the environment and things the company offers is about the same as any other corporation!
Who is CI Investments custodian?
CI Direct Investing uses the custodial services of CI Investment Services, a subsidiary of CI Financial, and Credential Securities.