All financial amounts in Canadian dollars unless stated otherwise.
Company Website:
http://www.cifinancial.com
TORONTO -- (Business Wire)
CI Financial Corp. (“CI”) (TSX: CIX) today reported preliminary total assets of $394.9 billion as at April 30, 2023, a record for CI. The total consisted of asset management assets of $123.4 billion, Canadian wealth management assets of $82.6 billion, and U.S. wealth management assets of $188.9 billion.
CI FINANCIAL CORP. April 30, 2023 PRELIMINARY MONTH-END ASSETS (C$ Billions) |
ENDING ASSETS | April 2023 | March 2023 | % Change | April 2022 | % Change |
Asset management (1) |
$123.4
|
$122.0
|
1.1%
|
$128.4
|
-3.9%
|
Canada wealth management
|
$82.6
|
$81.6
|
1.2%
|
$78.3
|
5.5%
|
U.S. wealth management (2) |
$188.9
|
$187.5
|
0.7%
|
$149.3
|
26.5%
|
TOTAL ASSETS | $394.9 | $391.1 | 1.0% | $356.0 | 10.9% |
ASSET MANAGEMENT – AVERAGE AUM | April 2023 | March 2023 | March 2023 | Fiscal
2022 | % Change |
Monthly average
|
$122.6
|
$121.2
|
-
|
-
|
1.2%
|
Quarter-to-date average
|
$122.6
|
-
|
$121.9
|
-
|
0.6%
|
Year-to-date average
|
$122.1
|
-
|
-
|
$125.0
|
-2.3%
|
- Includes $33.2 billion of assets managed by CI and held by clients of advisors with Assante, CIPC and Aligned Capital as at April 30, 2023 ($33.0 billion at March 31, 2023 and $33.0 billion at April 30, 2022).
- Month-end USD/CAD exchange rates of 1.3548, 1.3515 and 1.2848 for April 2023, March 2023 and April 2022, respectively.
About CI Financial
CI Financial Corp. is a diversified global asset and wealth management company operating primarily in Canada, the United States and Australia. Founded in 1965, CI has developed world-class portfolio management talent, extensive capabilities in all aspects of wealth planning, and a comprehensive product suite.
CI operates in three segments:
-
Asset Management, which includes CI Global Asset Management, which operates in Canada, and GSFM Pty Ltd., which operates in Australia.
-
Canadian Wealth Management, which includes the operations of CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth (Canada), Northwood Family Office, CI Direct Investing and CI Investment Services.
-
U.S. Wealth Management, which includes CI Private Wealth (U.S.), an integrated wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients across the United States.
CI is headquartered in Toronto and listed on the Toronto Stock Exchange (TSX: CIX). To learn more, visit CI’s website or LinkedIn page.
CI Global Asset Management is a registered business name of CI Investments Inc., a wholly owned subsidiary of CI Financial Corp.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230523005077/en/
Contacts:
Investor Relations
Jason Weyeneth, CFA
Vice-President, Investor Relations & Strategy
416-681-8779
jweyeneth@ci.com
Media Relations
Canada
Murray Oxby
Vice-President, Corporate Communications
416-681-3254
moxby@ci.com
United States
Jimmy Moock
Managing Partner, StreetCred
610-304-4570
jimmy@streetcredpr.com
ci@streetcredpr.com
Source: CI Financial Corp.
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