What departments does CI Direct Investing have?

CI Direct Investing has employees across 4 departments including Program & Project Management, Customer Success, Engineering, Administrative.

What is the largest department at CI Direct Investing?

The largest department at CI Direct Investing is Engineering with 2 employees.

Where are CI Direct Investing employees located globally?

CI Direct Investing has employees across 1 continents and 1 countries including Canada.

How has CI Direct Investing's team size changed over time?

CI Direct Investing's team has decreased from approximately 21 to 14 employees based on available data.

CI Direct Investing Employee Directory

Financial ServicesOntario, Canada11-50 Employees

CI Direct Investing operates within the financial services sector as a subsidiary of CI Financial, a diversified wealth management firm and one of Canada's largest investment companies. The company brings together investment managers, financial planners, analysts, software engineers, and support staff to deliver professional, unbiased advice and a range of investment options. Its objective is to apply CI's resources and experience to help Canadians make informed financial decisions.

Its client base comprises Canadians seeking guidance on investing and financial planning. Based in Toronto, Ontario, CI Direct Investing operates within CI Financial's broader platform, and in January 2023 announced a collaboration with CacheFlo to support behavior-based education and tools for saving and investing.

CI Direct Investing Global Highlights

North America
14

Canada
14

CI Direct Investing's Leadership

M. M.
Head Of Trading & Portfolio Management
Mobile Phone
Email
D. D.
Vp, Wealth Management
Mobile Phone
Email
A. O.
Portfolio Manager
Mobile Phone
Email
J. V.
Senior Customer Experience Manager
Mobile Phone
Email
J. F.
Portfolio Manager, Team Lead
Mobile Phone
Email
N. K.
Senior Software Developer
Mobile Phone
Email
G. S.
Senior Software Developer
Mobile Phone
Email
S. B.
Customer Experience Specialist & Complaint Officer
Mobile Phone
Email

CI Direct Investing Employee Metrics

100%

50%

0%

2026

2025

Banking
Engineering
Business
Finance
Accounting
Other
Administrative
Analytics

Contact profiles from CI Direct Investing

Name

Title

Contact Info

Location

Last Update

D. D.
Vp, Wealth Management
Mobile Phone
Email
CanadaBritish Columbia
Jul 08, 2026
M. M.
Head Of Trading & Portfolio Management
Mobile Phone
Email
CanadaBritish Columbia
Jun 01, 2026
A. O.
Portfolio Manager
Mobile Phone
Email
CanadaOntario
Apr 15, 2026
J. V.
Senior Customer Experience Manager
Mobile Phone
Email
CanadaBritish Columbia
Jun 28, 2026
J. F.
Portfolio Manager, Team Lead
Mobile Phone
Email
Jun 29, 2026
N. K.
Senior Software Developer
Mobile Phone
Email
CanadaBritish Columbia
Jun 28, 2026
G. S.
Senior Software Developer
Mobile Phone
Email
CanadaBritish Columbia
Apr 14, 2026
S. B.
Customer Experience Specialist & Complaint Officer
Mobile Phone
Email
CanadaBritish Columbia
Jul 15, 2025
T. L.
Administrative Associate
Mobile Phone
Email
CanadaBritish Columbia
Jul 01, 2026
R. C.
Administrative Assistant
Mobile Phone
Email
CanadaBritish Columbia
Jul 25, 2024

Frequently Asked Questions

What is CI Direct Investing known for?

CI Direct Investing operates in the Financial Services industry. Explore CI Direct Investing's company overview page for more information.

What is CI Direct Investing's most common email format?

CI Direct Investing employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CI Direct Investing email formats with LeadIQ.

How many employees does CI Direct Investing have currently?

CI Direct Investing has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CI Direct Investing's key employees and leadership?

As of July 2026, CI Direct Investing's key employees include:

Head Of Trading & Portfolio Management: M. M.
Vp, Wealth Management: D. D.
Portfolio Manager: A. O.
Senior Customer Experience Manager: J. V.
Portfolio Manager, Team Lead: J. F.

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CI Direct Investing Employee Directory

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