

Operator of a wealth-management and investment firm. The coimpany engages in the management, marketing, distribution and administration of mutual funds, segregated funds, structured products and other fee-earning investment products for Canadian investors. These products are distributed mainly through brokers, independent financial planners and insurance advisors, including AWM financial advisors. Among its major competitors, CI Financial is ranked in 4th place for NPS while Mackenzie Investments is 1st, and Sun Life is 2nd.
CI Financial's Net Promoter Score (NPS) is a -100 with 0% Promoters, 0% Passives, and 100% Detractors. Net Promoter Score tracks whether CI Financial's customers would recommend using the product based on a scale of -100 to 100.
| 0% | Promoters |
|---|---|
| 0% | Passives |
| 100% | Detractors |
| Summary | Date | Score |
|---|---|---|
Apr 2021 -100 | Apr 2021 | -100 |
CI Financial is ranked #4 for NPS among its competitors. Mackenzie Investments and Sun Life come in first and second, with Royal Bank Of Canada coming in at third.
![]() CI Financial | ![]() Sun Life | ![]() Royal Bank Of Canada | ![]() Mackenzie Investments | |
| Global Ranking | #- | #306 | #- | #- |
| NPS | -100 | 8 | 5 | 100 |
| Valuation Updated every 24 hours for public companies | - | $29.79B | $131.68B | - |
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
Compared to its competitors, CI Financial's NPS is rated right below AGF Management.
| COMPANY | NPS Score | |
|---|---|---|
![]() | Mackenzie Investments | 100 |
![]() | Sun Life | 8 |
![]() | Royal Bank Of Canada | 5 |
![]() | AGF Management | N/A |
![]() | CI Financial | -100 |
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
100% of CI Financial users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
Sign Up to see the full customer demographics data and the people that answered "Yes" when asked "Would you consider yourself a loyal user/customer?"
Compared to its competitors, CI Financial's Customer Loyalty score is rated right above Royal Bank Of Canada, and is preceded by Mackenzie Investments.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
![]() | Mackenzie Investments | 100% |
![]() | CI Financial | 100% |
![]() | Royal Bank Of Canada | 81% |
![]() | Sun Life | 73% |
![]() | AGF Management | N/A |
CI Financial has an overall Product Quality score of 2.5 out of 5 stars rated by its users and customers.
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CI Financial’s product quality score is a 2.5 out of 5 as rated by its users and customers.
Compared to its competitors, CI Financial's Product Quality score is rated right above AGF Management, and is preceded by Sun Life.
| COMPANY | Product Quality Score | |
|---|---|---|
![]() | Mackenzie Investments | 4.5/5 |
![]() | Royal Bank Of Canada | 3.5/5 |
![]() | Sun Life | 3.4/5 |
![]() | CI Financial | 2.5/5 |
![]() | AGF Management | N/A |
CI Financial has a value for money and ROI score of 4 out of 5 stars rated by its users and customers.
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Compared to its competitors, CI Financial's ROI score is rated right above Sun Life, and is preceded by Mackenzie Investments.
| COMPANY | Pricing Score | |
|---|---|---|
![]() | Mackenzie Investments | 4/5 |
![]() | CI Financial | 4/5 |
![]() | Sun Life | 3.4/5 |
![]() | Royal Bank Of Canada | 3.4/5 |
![]() | AGF Management | N/A |
CI Financial has an overall Customer Service score of 4 out of 5 stars rated by its users and customers.
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2 Queen Street East, Toronto, M5C 3G7
www.cifinancial.com
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Compared to its competitors, CI Financial's Customer Service score is rated right above Royal Bank Of Canada, and is preceded by Mackenzie Investments.
| COMPANY | Customer Service Score | |
|---|---|---|
![]() | Mackenzie Investments | 4.5/5 |
![]() | CI Financial | 4/5 |
![]() | Royal Bank Of Canada | 3.4/5 |
![]() | Sun Life | 3.3/5 |
![]() | AGF Management | N/A |
CI Financial scored a -100 for Net Promoter Score and a 100 for Employee Net Promoter Score. NPS gauges how likely a customer of CI Financial would recommend the brand to a friend. ENPS measures how likely CI Financial employees would recommend working at CI Financial to a friend.
| 0% | Promoters |
|---|---|
| 0% | Passive |
| 100% | Detractors |
| 100% | Promoters |
|---|---|
| 0% | Passive |
| 0% | Detractors |