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CI Financial Corp
15 York Street, 2Nd Floor
Phone: (416) 364-1145p:416 364-1145 TORONTO, ON  M5J 0A3  Canada Ticker: CIXCIX
Business Summary
CI Financial Corp. is a diversified global asset and wealth management company operating primarily in Canada, the United States and Australia. The Company is engaged in the management and distribution of a range of financial products and services, including wealth management, insurance, and others. The Company operates through three segments: Asset Management, Canadian Wealth Management, and U.S. Wealth Management. The Asset Management segment includes CI Global Asset Management, which operates in Canada, and GSFM Pty Ltd., which operates in Australia. The Canadian Wealth Management segment includes the operations of CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, Northwood Family Office, CI Direct Investing and CI Investment Services. The U.S. Wealth Management segment includes Corient Private Wealth LLC, an integrated wealth management company providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients across the United States.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-YesYes--

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes---

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board William T.Holland 65 1/1/2020 1/1/2020
President, Chief Operating Officer Darie P.Urbanky 6/24/2019 2/1/2018
Chief Executive Officer, Director KurtMacalpine 42 9/1/2019 9/1/2019
6 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
NCE Diversified FT(15) LP Canada
The Cabana Group, LLC 220 South School Avenue Fayetteville AR United States
Dowling & Yahnke Wealth Advisors 12265 El Camino Real San Diego CA United States
27 additional Subsidiary records available in full report.

Business Names
Business Name
Advantage Yield Trust
Aligned Capital Partners Inc.
Assante Corporation
62 additional Business Names available in full report.

General Information
Number of Employees: 2,390 (As of 12/31/2023)
Outstanding Shares: 144,179,832 (As of 11/11/2024)
Shareholders: 71
Stock Exchange: TSE
Fax Number: (416) 365-0501


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Wednesday, November 20, 2024