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Website. www.cifinancial.com. CI Financial is a Canadian investment management company based in Toronto, Ontario. [2] 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.
CI Capital Partners (formerly Caxton-Iseman Capital) is a private equity firm founded in 1993 by Frederick Iseman and based in New York City that specializes in middle market leveraged buyouts. It is estimated that CI Capital Partners manages approximately $2 billion in assets .
Alma mater. University of Toronto. Website. www .royratnavel .com. Roy Ratnavel is a Sri Lankan Tamil Canadian business executive and the author of the book Prisoner #1056. [1] [2] He was a Vice Chairman and served as the Head of Distribution and Executive Vice-President at the CI Financial. [1] [2] [3]
Certified Commercial Investment Member
CI Direct Trading (formerly Virtual Brokers) CI Direct Trading, a division of CI Investment Services Inc., is an online brokerage firm that provides an electronic trading platform to trade financial assets. [1] The company is headquartered in Toronto, Canada and provides trade execution services for various financial instruments such as stocks ...
Change in access to a financial account or services between 2005 and 2014 by country [2]. The term "financial services" became more prevalent in the United States partly as a result of the Gramm–Leach–Bliley Act of the late 1990s, which enabled different types of companies operating in the U.S. financial services industry at that time to merge.