CI Financial Corp.

CI Financial Corp. (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services. Its primary operating businesses are CI Investments Inc., Sentry Investments Inc., Assante Wealth Management (Canada) Ltd., Stonegate Private Counsel, Grant Samuel Funds Management Pty Ltd. of Australia, First Asset Investment Management Inc., and BBS Securities Inc.

Learn more about our business below:

  • CI Investments Inc. (www.ci.com) offers one of the industry’s broadest selection of investment funds under the CI, Cambridge, Harbour, Signature and other brands. CI Investments also serves the institutional marketplace through CI Institutional Asset Management (www.ciiam.ca).
  • Sentry Investments Inc. (www.sentry.ca) offers investment expertise across a multitude of asset classes including equities, fixed income and real assets. Each member of the team shares a disciplined investment philosophy and a common goal: to deliver superior risk-adjusted returns measured over a period of years, not quarters or months.
  • Assante Wealth Management (Canada) Ltd. (www.assante.com) is a leader in the financial planning industry with a national network of about 750 professional investment advisors. For high net-worth clients, Assante offers exclusive Private Client Managed Portfolios through CI Private Counsel LP.
  • Stonegate Private Counsel (www.stonegatepc.com), a division of CI Private Counsel, provides wealth planning services to high net worth individuals and families.
  • Grant Samuel Funds Management Pty Ltd. (www.gsfm.com.au) offers investment solutions managed by high-calibre local and international managers to institutional and retail investors in Australia and New Zealand.
  • First Asset Capital Corp. (www.firstasset.com) is a leader in providing actively managed and factor-based exchange-traded funds to the Canadian marketplace.
  • BBS Securities Inc. (www.bbssecurities.com) provides a wide range of services to retail and institutional investors using a proprietary system that is one of the most technologically advanced and efficient brokerage platforms in the Canadian market. BBS companies include Pario Technology Corp., a financial technology company, and Virtual Brokers, a top-ranked online brokerage.

CI also holds a majority interest in Marret Asset Management Inc. (www.marret.ca) and a minority interest in Lawrence Park Asset Management (www.lpcapitalpartners.com). Both are Toronto-based alternative investment firms specializing in fixed income. CI also has a stake in global investment manager Altrinsic Global Advisors, LLC of Greenwich, Connecticut (www.altrinsic.com).

CI became a public company in June 1994, listing on the Toronto Stock Exchange under the symbol CIX. CI is a constituent of the S&P/TSX Composite Index.

Locations:
Toronto, Ontario | http://www.cifinancial.com
Industries:
Financial Services
Contact Information:

Doug Jamieson
Executive Vice-President, Finance and Chief Financial Officer
Investor Relations
Tel: 416-681-6508

Murray Oxby 
Vice-President, Communications, Media Relations
Tel: 416-681-3254

[email protected]

Latest

Jun 25, 2020, 13:51 ET CI Investments announces risk rating changes to three funds

TORONTO, June 25, 2020 /CNW/ - CI Investments Inc. ("CI") announced today the following risk rating changes for three of its funds. Fund Current Risk Rating New Risk Rating Sentry Balanced Income...


Jun 22, 2020, 07:00 ET CI Investments announces portfolio management changes to Select U.S. Equity Managed mandate

TORONTO, June 22, 2020 /CNW/ - CI Investments Inc. ("CI") today announced portfolio management changes to Select U.S. Equity Managed Fund and Select U.S. Equity Managed Corporate Class, effective on...


Jun 19, 2020, 07:00 ET OCP Senior Credit Fund Announces Quarterly Distribution

/NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR DISSEMINATION IN THE UNITED STATES/ TORONTO, June 19, 2020 /CNW/ - Onex Credit Partners, LLC announces the following distribution for the quarter...


Jun 18, 2020, 17:54 ET CI Financial announces election of directors and results of annual meeting of shareholders

TORONTO, June 18, 2020 /CNW/ - CI Financial Corp. (the "Corporation") (TSX: CIX) announced the results of matters voted upon at its annual meeting of shareholders held on June 18, 2020. All nominated ...


Jun 16, 2020, 07:30 ET CI Financial renews Normal Course Issuer Bid and Automatic Securities Purchase Plan

TORONTO, June 16, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) announced today that the Toronto Stock Exchange ("TSX") has accepted its Notice of Intention to make a Normal Course Issuer Bid and ...


Jun 15, 2020, 07:00 ET CI Investments Inc. Announces June 2020 Distributions for CI ETFs

/NOT FOR DISSEMINATION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES OF AMERICA./ TORONTO, June 15, 2020 /CNW/ - CI Investments Inc. announces the following regular cash...


Jun 02, 2020, 20:46 ET CI Financial reports assets under management for May 2020

TORONTO, June 2, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) today reported preliminary assets under management at May 31, 2020 of $121.0 billion and assets under administration of $51.0...


Jun 01, 2020, 07:00 ET CI Investments announces portfolio management changes

TORONTO, June 1, 2020 /CNW/ - CI Investments Inc. ("CI") today announced portfolio management changes to two investment funds: Marret Asset Management Inc. ("Marret"), an affiliate of CI, has been...


May 29, 2020, 11:32 ET Bradley Hicks appointed Head of Institutional at CI Investments

TORONTO, May 29, 2020 /CNW/ - CI Investments Inc. ("CI"), is pleased to announce the appointment of Bradley Hicks as Senior Vice-President, Head of Institutional. Mr. Hicks is an accomplished...


May 26, 2020, 11:34 ET CI Financial completes debenture offering

/NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES/ TORONTO, May 26, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) announced today that it has...


May 26, 2020, 07:00 ET CI Financial announces strategic investment in Congress Wealth Management of Boston

TORONTO, May 26, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) and Congress Wealth Management, LLC ("Congress") announced an agreement today under which CI will acquire a strategic interest in...


May 22, 2020, 08:30 ET CI ETF Investment Management Inc. Announces Cash Distributions for ETFs

/NOT FOR DISSEMINATION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES OF AMERICA./ TORONTO, May 22, 2020 /CNW/ - CI ETF Investment Management Inc. ("CI ETF") today announced the...


May 21, 2020, 20:26 ET CI Financial announces new debenture financing

/NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES/ TORONTO, May 21, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) announced today that it has...


May 21, 2020, 08:00 ET CI Financial extends ownership of WealthBar to 100%; Firm to be cornerstone of integrated CI Direct Investing platform

TORONTO, May 21, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) announced today it has increased its ownership of WealthBar Financial Services Inc. ("WealthBar"), a leading online investment and...


May 19, 2020, 07:00 ET CI Investments expands lineup of liquid alternative mandates with launch of CI Marret Alternative Enhanced Yield mutual fund and ETF

TORONTO, May 19, 2020 /CNW/ - CI Investments Inc. ("CI") today announced the launch of the fourth entry in its successful lineup of liquid alternative funds – CI Marret Alternative Enhanced Yield...


May 13, 2020, 07:00 ET CI Investments Inc. Announces May 2020 Distributions for CI First Asset ETFs

/NOT FOR DISSEMINATION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES OF AMERICA./ TORONTO, May 13, 2020 /CNW/ - CI Investments Inc. announces the following regular cash...


May 12, 2020, 07:00 ET CI Investments announces launch of three mandates managed by Jeffrey Gundlach's DoubleLine Capital, one of the world's leading fixed-income managers

TORONTO, May 12, 2020 /CNW/ - CI Investments Inc. ("CI") today announced the launch of the CI DoubleLine Funds – three new income mandates to be sub-advised by DoubleLine Capital LP ("DoubleLine")...


May 06, 2020, 16:02 ET CI Financial reports assets under management for April 2020 and announces completion of One Capital Management acquisition

TORONTO, May 6, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) today reported preliminary assets under management at April 30, 2020 of $118.8 billion and assets under administration of $47.5...


May 06, 2020, 07:30 ET CI Financial reports first quarter results for 2020

EPS of $0.55 for the quarter; adjusted EPS of $0.58 Excluding impact from marketable securities, adjusted EPS was $0.63, compared to $0.64 in Q4 and $0.55 in Q1-2019 SG&A expenses down $11.1 million...


Apr 30, 2020, 15:01 ET CI Financial and Assante Wealth Management launch Be Well-Advised Program offering free financial advice to Canadians in need

TORONTO, April 30, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) is pleased to announce the launch of the Be Well-Advised program, which will provide free financial advice to Canadians...


Apr 27, 2020, 08:00 ET CI Investments announces fund mergers, portfolio management changes

TORONTO, April 27, 2020 /CNW/ - CI Investments Inc. ("CI") today announced that it is merging three investment funds into other funds with identical mandates, continuing an initiative to streamline...


Apr 22, 2020, 17:10 ET CI Financial announces earnings conference call and webcast

TORONTO, April 22, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) will release its financial results for the first quarter of the 2020 fiscal year on Wednesday, May 6, 2020. The results will be...


Apr 21, 2020, 07:30 ET CI Financial continues U.S. wealth expansion with acquisition of a strategic interest in The Cabana Group

Transaction supports accelerated distribution of innovative risk-managed investment strategies TORONTO, April 21, 2020 /CNW/ - CI Financial Corp. ("CI") (TSX: CIX) and The Cabana Group, LLC, the...


Apr 16, 2020, 10:02 ET CI Investments provides update on Signature Gold Corporate Class

TORONTO, April 16, 2020 /CNW/ - CI Investments Inc. ("CI") today announced that the merger of Signature Gold Corporate Class ("the Fund") into Sentry Precious Metals Class, which was scheduled to...


Apr 15, 2020, 07:00 ET CI Investments Inc. Announces April 2020 Distributions for CI First Asset ETFs

/NOT FOR DISSEMINATION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES OF AMERICA./ TORONTO, April 15, 2020 /CNW/ - CI Investments Inc. announces the following regular cash...