Established in Toronto in 1985, CFI is a boutique investment bank engaged in four businesses :Alternative Asset Management; Private Debt Origination, Placement and Administration; Lease Funding of third party leasing companies engaged in equipment and vehicle leasing; Principal investments that involve the direct ownership of companies aligned to strategies in our business segments.Over the years we have raised more than $4 billion in capital and currently have over $1.25 billion in assets under management on behalf of institutional investors. CFI is majority owned by its senior management led by Kevin Andrews (President & CEO) and Chris Ball (Executive Vice President) and benefits from a strategic minority investment from one of Canada's largest life insurance companies. We employ a dedicated staff of over 60 people, in offices located in Toronto, Vancouver and Montreal.
The Vision Opportunity Funds ('Vision Funds'), managed by Vision Capital Corporation ('Vision'), focus primarily on the real estate sector, and invest predominantly in Canadian, publicly-traded equity and debt securities. Vision benefits from the experience, expertise, insights and relationships of its portfolio managers, Frank Mayer and Jeffrey Olin. The Vision Funds target investments that are expected to outperform on a medium term, risk adjusted basis. They can make concentrated investments in the Manager's best ideas and themes, and utilize a long-short strategy.
"Since 1977, we've been dedicated to empowering Main Street families with expert financial guidance, including innovative life insurance solutions. Our pioneering 'Buy Term and Invest the Difference' philosophy revolutionizes financial planning, ensuring our clients make informed and beneficial decisions for their future."