ITASCA, Ill.--(BUSINESS WIRE)--CI BDF Private Wealth (“BDF”) has been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews.
BDF was chosen as one of this year’s top 75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“Our culture is unique because we live it top to bottom,” said Chad Carlson, BDF’s President and Co-Chief Investment Officer. “Culture, communication and living the mission and vision of our firm always comes through.”
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”
To learn more about the InvestmentNews 2021 75 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com.
About BDF
BDF LLC, operating as CI BDF Private Wealth, is a private wealth management firm that provides personalized investment management and financial planning from offices in Itasca and Chicago, IL. It manages approximately $4.5 billion in assets for business owners, women, individuals and families, and institutions. The firm’s expertise also includes Practice Groups that specialize in the unique needs relating to attorneys, divorce, financial professionals, insurance brokers and agency owners, and widows. For more information, visit www.bdfllc.com.
BDF is part of the CI Private Wealth group of companies, a division of CI Financial Corp. (“CI”), a diversified global asset and wealth management company. CI managed and advised on approximately $181.4 billion (C$231.8 billion) in client assets as at January 31, 2021 and is listed on the Toronto Stock Exchange under CIX and on the New York Stock Exchange under CIXX. Further information is available at www.cifinancial.com.