
1001 - 5000 employees
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
🕒 March 3
1001 - 5000
Investment Advisor managing client portfolios, developing financial strategies, and providing support to Wealth Advisor at CI Financial. Focused on compliance with regulations and client communication for effective financial planning.