We start every day with the desire and passion to deliver a positive investment experience to Canadians.
How do we do that? We work on a consultative basis with advisors providing comprehensive and individualized service to ensure they are best able to position client portfolios. Similarly, we team up with high quality investment firms to create innovative, low cost, solution-oriented funds.
In doing so, we strive to build lasting relationships and become a trusted partner to advisors. This helps Canadians achieve financial success and well-being, allowing them to focus on what is most important to them.
By the numbers
Global Investment Associates*
We leverage the talents of strategically selected global investment firms, both index providers and discretionary portfolio managers, to deliver attractive investment solutions to Canadian financial advisors and their clients.
CI Financial, one of Canada's largest and most respected independent financial services company, acquired First Asset in 2015. The alliance enhances our ability to deliver on our vision with increased access to new partners and distribution channels.
CI is committed to providing investors with a comprehensive and innovative selection of top-quality investment products and services.
Extensive ETF Expertise
Our sales team offer extensive ETF expertise and insights, leveraging their significant tenure in the ETF industry in Canada and ongoing in-house training and education.
Importantly, they are well supported by our strategic analytics and product team, offering valuable insights into ETF integration for portfolios, portfolio analytics and product comparisons.