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CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
Since 2000, INSBANK has offered its clients highly personalized service provided by experienced relationship managers, while positioning itself as an innovator, utilizing technologies to deliver those services efficiently and conveniently. In addition to its commercial focused operation, INSBANK operates three divisions, Medquity, TMA Medical Banking and INSBANK Online. Medquity offers healthcare banking solutions nationwide to healthcare companies and to individuals, whether they are still in residency, practicing or entering retirement, while TMA Medical Banking provides banking services specifically to members of the Tennessee Medical Association. INSBANK Online offers nationally available virtual private client services for interest bearing deposits. INSBANK is owned by InsCorp, Inc., a Tennessee bank holding company, traded on the OTCQX under symbol IBTN.
InterWest was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive entrepreneurial and acquisition efforts have extended our footprint into Central California and the San Francisco Bay Area. Our unyielding commitment to reinvesting in our staff, diversified products & services and innovative technology consistently places us among the top performing insurance and consulting brokerages in the country. We offer unparalleled expertise in all lines of property and casualty, workers compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Although we operate principally in California, we are licensed to write business in all 50 states and staffed to service clients with locations throughout the nation.