Corient Services LLC is the operating entity for CI Financial, a financial services firm established in 1965. The company provides wealth and asset management advisory services, with operations spanning Canada, the United States, and the Asia-Pacific region. It manages over $550 billion in assets as of August 2025 and serves approximately 1.3 million Canadian clients.
The firm's business is organized across several segments: CI Global Asset Management, which handles asset management; CI Assante Wealth Management, focused on wealth management; CI Private Wealth, serving high-net-worth individuals; CI Direct Investing, a self-directed investment platform; and CI Investment Services Inc., providing broader investment services.
Technology professionals working within these segments support the infrastructure behind financial advisory, portfolio management, and client-facing digital platforms. The company has been recognized as a Top Employer for 2026 and cites a commitment to employee development and forward-thinking workplace policies.
