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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 .
Fidelity Investments
Edward Jones Investments
IA Clarington Investments Inc. is an investment management firm catering to the Canadian retail market. A wholly owned subsidiary of iA Financial Group ( TSX : IFG), the company sells various products, including mutual funds, portfolios, exchange-traded series of mutual funds, segregated funds and socially responsible investments. [1]
The Investments and Wealth Institute (IWI), previously known as Investment Management Consultants Association (IMCA), was founded in 1985 in Colorado to provide investment consulting and wealth management credentials and educational offerings for its members. IMCA is both a certification organization and a membership association.
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