CI Financial provides global asset management and wealth management advisory services. Co. operates through two reportable business segments: Asset Management, which provides a product lineup by portfolio manager, asset class, geographic region, investment approach, and by platform, including various classes of mutual funds, segregated funds, private pools, liquid alternatives, and exchange-traded funds; and Wealth Management, which includes the sale of mutual funds and other financial products, capital market activities, and ongoing service to clients, including the provision of financial planning, investment advice, wealth management, estate and succession planning and insurance services.