Mr. Jason Weyeneth reports

CI FINANCIAL REPORTS TOTAL ASSETS OF $438.0 BILLION FOR NOVEMBER 2023

CI Financial Corp. had preliminary total assets of $438.0-billion as at Nov. 30, 2023, consisting of asset management assets of $122.8-billion, Canadian wealth management assets of $86.1-billion, Canadian custody assets of $24.8-billion and U.S. wealth management assets of $204.4-billion.

As previously announced, CI completed the acquisition of Coriel Capital Inc., a Montreal-based wealth management firm serving ultrahigh-net-worth families, in November.

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;
• United States 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.