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  2. CI Financial - Wikipedia

    en.wikipedia.org/wiki/CI_Financial

    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.

  3. Chartered Institute for Securities & Investment - Wikipedia

    en.wikipedia.org/wiki/Chartered_Institute_for...

    Chartered Institute for Securities & Investment. The Chartered Institute for Securities & Investment (NCIS) is a global professional body for those in the financial and investment profession. It offers a range of qualifications and resources for professional development, as well as setting standards of conduct and ethics for those in the industry.

  4. List of mutual-fund families in Canada - Wikipedia

    en.wikipedia.org/wiki/List_of_mutual-fund...

    Counsel Portfolio Services Inc. Counsel Funds 2,220,257 Royal Bank of Canada: RBC Global Asset Management Inc. RBC Funds 71,842,336 CI Financial Corp. CI Investments Inc. CI Investments 103,200,000 [1] E-L Financial Corporation: Empire Life Investments Empire Life Mutual Funds Toronto-Dominion Bank: TD Asset Management TD Mutual Funds ...

  5. CI Capital Partners - Wikipedia

    en.wikipedia.org/wiki/CI_Capital_Partners

    Website. www.cicapllc.com. 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 . [ 1]

  6. Scott Wainner - Wikipedia

    en.wikipedia.org/wiki/Scott_Wainner

    Wainner's angel investments include HandUp, [18] a San Francisco-based direct giving platform that allows donors to provide assistance to homeless on a community level, [19] Compology, a smart waste management platform that uses sensor technology to help waste companies service only full dumpsters, [20] and Framed Data, an analytics platform that works to predict and reduce SaaS user/customer ...

  7. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments

  8. Allspring Global Investments - Wikipedia

    en.wikipedia.org/wiki/Allspring_Global_Investments

    Allspring Global Investments was originally the asset management unit of Wells Fargo known as Wells Fargo Asset Management (WFAM) that was established in 1995. [2]In October 2020, Wells Fargo was exploring the sale of WFAM as part of its efforts to focus more on core competencies and improve its financial performance after the Wells Fargo cross-selling scandal.

  9. Roy Ratnavel - Wikipedia

    en.wikipedia.org/wiki/Roy_Ratnavel

    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]