MASTERCLASS: Liquid Alts - November 2019

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  • 53 mins 40 secs


CI Financial Corp. (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services. CI held approximately $178 billion in fee-earning assets as of October 31, 2019. Its primary operating businesses are CI Investments Inc., Assante Wealth Management (Canada) Ltd., CI Private Counsel LP, GSFM Pty Ltd., WealthBar Financial Services Inc., and BBS Securities Inc.

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Dynamic Funds is one of Canada’s most recognized asset management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Dynamic’s actively managed investment solutions add value to a wide variety of accounts, including fee-based, tax-advantaged, and customized high-net-worth programs.

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Founded in 2004 and 100% employee-owned, we are entrusted with approximately $7.4 billion in client assets (excluding fund-of-fund assets, as at August 31, 2019). We think and act differently, investing alongside clients in our funds. Over the years, we have earned our reputation as a trusted source of unbiased facts. As people who do what they say they’ll do.

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