Mr. Murray Oxby reports

CI FINANCIAL REPORTS TOTAL ASSETS OF $474.2 BILLION FOR MARCH 2024

CI Financial Corp. had preliminary total assets of $474.2-billion as at March 31, 2024, consisting of: asset management assets of $130.1-billion; Canadian wealth management assets of $93.7-billion; Canadian custody assets of $28-billion; and United States wealth management assets of $222.3-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 Funds Management, which operates in Australia;
• Canadian wealth management, which includes the operations of CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, Northwood Family Office, Coriel Capital, 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.