CI Financial Corp.

Equities

CIX

CA1254911003

Investment Management & Fund Operators

Market Closed - Toronto S.E. Other stock markets 04:15:36 2024-04-23 pm EDT			5-day change	1st Jan Change
16.65 ^CAD	+1.03%		+3.03%	+12.05%

Apr. 22	CI Financial's Total Assets Up 18.6% YoY in March	MT
Apr. 22	CI Financial Brief: Reporting Total Assets of $474.2 Billion for March 2024	MT

RESOLVED: CRA Duplication of CI T5008 Records

June 24, 2016 at 04:56 pm EDT

June 24, 2016

The Canada Revenue Agency (CRA) has notified CI that all duplicate T5008 records have been removed. Clients will now only see one entry of their T5008 information.

Every year CI is required to electronically file T5008 records (Statement of Securities Transactions) with the CRA to report the proceeds of dispositions for clients with non-registered accounts. In April 2016, it was discovered that the CRA had duplicated the records submitted by CI for the 2015 tax year in error. As a result, clients using the new â€˜Auto-fill my returnâ€™ feature may have seen a double entry of their T5008 information.

Once discovered, CI promptly communicated the error to clients and advisors and worked closely with the CRA to ensure that the duplicated records were removed in a timely manner.

If you have any question with regards to the above, please contact CI Client Services at 1-800-563-5181.

Yours truly,
CI Investments

CI Financial Corp. published this content on 24 June 2016 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 24 June 2016 20:56:00 UTC.

Original documenthttp://ci.com/web/whatsnew/whatsnew_index.jsp?lang=&no=160428

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Latest news about CI Financial Corp.

CI Financial's Total Assets Up 18.6% YoY in March	Apr. 22	MT
CI Financial Brief: Reporting Total Assets of $474.2 Billion for March 2024	Apr. 22	MT
CI Financial Reports Final Results of Substantial Issuer Bid	Apr. 05	MT
Tranche Update on CI Financial Corp.'s Equity Buyback Plan announced on February 23, 2024.	Apr. 05	CI
CI Financial Reports Preliminary Results of Substantial Issuer Bid	Apr. 03	MT
CI Financial Brief: Announcing Preliminary Results of Substantial Issuer Bid	Apr. 03	MT
CI Financial Corp.'s Equity Buyback announced on February 23, 2024, has closed with 4,857,142 shares, representing 3.16% for CAD 85 million.	Apr. 01	CI
CI Financial's Total Assets Rise YOY	Mar. 18	MT
CI Financial Brief: Reporting Total Assets of $465.9 Billion for February 2024	Mar. 18	MT
CI Financial Announced Commencement of Substantial Issuer Bid	Feb. 26	MT
CI Financial Brief: Announcing Commencement of Substantial Issuer Bid	Feb. 26	MT
TSX ends higher, wraps up week with gains	Feb. 23	RE
CI Financial's Q4 Adjusted Profit, Revenue Grows; Board Approves Substantial Issuer Bid; Up Nearly 5%	Feb. 23	MT
Toronto Stocks Advance; Docebo Shares Jump on 4Q Profit, Revenue Beat	Feb. 23	DJ
CI Financial Seeks M&A Opportunities	Feb. 23	CI
Transcript : CI Financial Corp., Q4 2023 Earnings Call, Feb 23, 2024	Feb. 23
CI Financial's Q4 Adjusted Profit, Revenue Grows; Board Approves Substantial Issuer Bid	Feb. 23	MT
CI Financial Corp. announces an Equity Buyback for 4,857,142 shares, for CAD 85 million.	Feb. 23	CI
CI Financial Brief: Q4 diluted EPS of ($0.40), adjusted EPS of $0.81	Feb. 23	MT
CI Financial Corp. Declares Quarterly Dividend, Payable on July 15, 2024	Feb. 23	CI
CI Financial Corp. Reports Earnings Results for the Fourth Quarter Ended December 31, 2023	Feb. 23	CI
CI Financial Corp. Reports Earnings Results for the Full Year Ended December 31, 2023	Feb. 23	CI
North American Morning Briefing : S&P 500 Futures Ease From Nvidia-Inspired Record High	Feb. 23	DJ
CI Financial Corp. authorizes a Buyback Plan.	Feb. 21	CI
CI Financial Reporting Total Assets of $450.8 Billion for January 2024	Feb. 20	MT

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Company Profile

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.

Sector

Investment Management & Fund Operators

Calendar

2024-05-10 - Q1 2024 Earnings Release

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Ratings for CI Financial Corp.

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Investor Rating

ESG Refinitiv

C-

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Sell

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OUTPERFORM

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Last Close Price

16.48 CAD

Average target price

19.5 CAD

Spread / Average Target

+18.33%

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