Mr. Murray Oxby reports

CI FINANCIAL REPORTS TOTAL ASSETS OF $444.8 BILLION FOR DECEMBER 2023

CI Financial Corp. had preliminary total assets of $444.8-billion as at Dec. 31, 2023, consisting of: asset management assets of $125-billion; Canadian wealth management assets of $88-billion; Canadian custody assets of $25.6-billion; and United States wealth management assets of $206.3-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, 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.