Mr. Murray Oxby reports

CI FINANCIAL REPORTS TOTAL ASSETS OF $421.0 BILLION FOR SEPTEMBER 2023

CI Financial Corp. had preliminary total assets of $421-billion as at Sept. 30, 2023, consisting of: asset management assets of $119-billion; Canadian wealth management assets of $81.5-billion; Canadian custody assets of $23.4-billion; and United States wealth management assets of $197-billion.

About CI Financial Corp.

CI Financial 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 ultrahigh-net-worth and high-net-worth clients across the United States.