Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
16.15 CAD | -0.74% | -2.42% | +8.68% |
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 |
Business Summary
Number of employees: 2,416
Sales per Business
CAD in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
Asset Management
39.7
%
| 1,032 | 44.2 % | 1,091 | 39.7 % | +5.70% |
United States Wealth Management
35.5
%
| 704 | 30.2 % | 975 | 35.5 % | +38.46% |
Canada Wealth Management
31.9
%
| 803 | 34.4 % | 877 | 31.9 % | +9.15% |
Intersegment Eliminations and Non-segmented Items
-7.1
%
| -205 | -8.8 % | -196 | -7.1 % | -4.20% |
Sales per region
CAD in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
Canada
68.2
%
| 2,073 | 73.3 % | 2,184 | 68.2 % | +5.35% |
United States
30.8
%
| 716 | 25.3 % | 985 | 30.8 % | +37.64% |
Australia
1.1
%
| 40 | 1.4 % | 34 | 1.1 % | -15.81% |
Managers
Managers | Title | Age | Since |
---|---|---|---|
Kurt MacAlpine
CEO | Chief Executive Officer | 43 | 19-08-31 |
Darie Urbanky
PSD | President | - | 95-12-31 |
William Holland
CHM | Chairman | 65 | 88-12-31 |
Amit Muni
DFI | Director of Finance/CFO | 55 | 21-05-30 |
Marc-André Lewis
CIO | Chief Investment Officer | - | - |
Investor Relations Contact | - | - | |
Manisha Burman
HRO | Human Resources Officer | - | 22-05-31 |
Bradley Howard
LAW | General Counsel | - | 19-04-30 |
Julie Silcox
SAM | Sales & Marketing | - | 20-12-31 |
General Counsel | - | 18-08-31 |
Members of the board
Members of the board | Title | Age | Since |
---|---|---|---|
William Holland
CHM | Chairman | 65 | 88-12-31 |
David Miller
BRD | Director/Board Member | 74 | 13-10-20 |
Paul Perrow
BRD | Director/Board Member | 60 | 18-06-17 |
Sarah Ward
BRD | Director/Board Member | - | 22-02-09 |
Bill Butt
BRD | Director/Board Member | 61 | 19-03-25 |
Kurt MacAlpine
CEO | Chief Executive Officer | 43 | 19-08-31 |
Director/Board Member | 47 | 18-06-17 |
Share class
Vote | Quantity | Free-Float | Company-owned shares | Total Float | |
---|---|---|---|---|---|
Stock A | 1 | 156,240,227 | 134,333,705 ( 85.98 %) | 0 | 85.98 % |
Company contact information
CI Financial Corp.
2 Queen Street East 20th floor
M5C 3G7, Toronto
+416-364-1145
http://www.cifinancial.comGroup companies
Name | Category and Sector |
---|---|
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. |
Investment Managers
|
CI Investment Securities, Inc.
CI Investment Securities, Inc. Investment Banks/BrokersFinance Part of CI Financial Corp., CI Investment Securities, Inc. is a Canadian company that provides brokerage services. The private company is based in Toronto, Canada. CI Investment Securities was acquired by CI Financial Corp. on November 01, 2017. |
Investment Banks/Brokers
|
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. |
Investment Managers
|
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. |
Investment Managers
|
Assante Financial Management Ltd.
Assante Financial Management Ltd. Investment ManagersFinance Part of CI Financial Corp., Assante Financial Management Ltd. is a Canadian company that provides investment advisory services. The private company is located in Canada. |
Investment Managers
|
CI Private Counsel LP
CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. |
Investment Managers
|
GSFM Responsible Entity Services Ltd.
GSFM Responsible Entity Services Ltd. Investment Trusts/Mutual FundsMiscellaneous GSFM Responsible Entity Services Ltd., a subsidiary of CI Financial Corp., is a company headquartered in Australia that functions as an investment fund. |
Investment Trusts/Mutual Funds
|
CI Investment Services, Inc.
|
Sector
Sales per Business
Sales per region
EPS Revisions
1st Jan change | Capi. | |
---|---|---|
+8.68% | 1.74B | |
-6.03% | 113B | |
-3.98% | 87.91B | |
+20.42% | 63.85B | |
+5.29% | 61.9B | |
+10.12% | 42.86B | |
+7.95% | 40.84B | |
+18.92% | 34.58B | |
+5.88% | 25.46B | |
-5.25% | 22.13B |
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