Mr. Jason Weyeneth reports

CI FINANCIAL REPORTS TOTAL ASSETS OF $420.7 BILLION FOR OCTOBER 2023

CI Financial Corp. had preliminary total assets of $420.7-billion as at Oct. 31, 2023, consisting of asset management assets of $117.1-billion, Canadian wealth management assets of $80.7-billion, Canadian custody assets of $23.4-billion and U.S. wealth management assets of $199.4-billion.

As previously announced, CI Financial completed the acquisition of Windsor Wealth Management Inc., an Indianapolis-based registered investment adviser, in October.

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 Financial has developed world-class portfolio management talent, extensive capabilities in all aspects of wealth planning and a comprehensive product suite.

CI Financial 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, Coriel Capital Inc., CI Direct Investing and CI Investment Services;
• U.S. wealth management, which includes Corient Private Wealth, an integrated wealth management firm providing comprehensive solutions to ultrahigh-net-worth and high-net-worth clients across the United States.

CI Financial is headquartered in Toronto and listed on the Toronto Stock Exchange (CIX).

CI Global Asset Management is a registered business name of CI Investments Inc., a wholly owned subsidiary of CI Financial.