Corient Services LLC is part of CI Financial, an independent global wealth and asset management firm founded in 1965 and wholly owned by Mubadala Capital, the alternative asset management subsidiary of Mubadala Investment Company, a sovereign investor headquartered in Abu Dhabi. CI Financial manages over $550 billion in assets and serves approximately 1.3 million Canadians, with offices across Canada, the United States, and Asia-Pacific.
The firm operates through five principal business segments: CI Global Asset Management, CI Assante Wealth Management, CI Private Wealth, CI Direct Investing, and CI Investment Services Inc. Together, these segments cover a broad range of services including portfolio management, wealth planning, direct investing, and investment advisory services for both individual and institutional clients.
CI Financial has been recognised as a Top Employer for 2026 and describes its workplace as shaped by forward-thinking policies and a commitment to employee development. The firm is currently focused on modernising its asset management business, expanding its wealth management platform, and broadening its global operational footprint.