Founded in 1965, CI Financial Corp. is a diversified global asset and wealth management company. It operates through three main business segments: Asset Management, Canadian Wealth Management, and U.S. Wealth Management. The company provides a comprehensive suite of services, including investment funds, exchange-traded funds (ETFs), private wealth counseling, and financial planning for a client base that includes retail, high-net-worth, and institutional investors. Historically a Canadian-centric firm, CI Financial has significantly expanded its presence in the United States through the acquisition of numerous Registered Investment Advisor (RIA) firms.