CI Financial Overview

  • Founded
  • 1965

Founded
  • Status
  • Public

  • Employees
  • 2,416

Employees
  • Stock Symbol
  • CIX

Stock Symbol
  • Investments
  • 53

  • Share Price
  • $12.41

  • (As of Friday Closing)

CI Financial General Information

Description

CI Financial is a diversified provider of wealth management products and services, primarily in the Canadian market. The company had CAD 129.2 billion in fund assets under management, and another CAD 221.5 billion in assets under advisement, at the end of April 2022, making it one of the largest nonbank affiliated asset managers in Canada. The company operates primarily through CI Global Asset Management, which offers a broad selection of investment funds. On the wealth management side, the company operates through CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, as well as a growing group of acquired U.S.-based advisors, providing financial advice primarily to high-net-worth individuals and families.

Contact Information

Formerly Known As
CI Fund Management
Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Investment Banks
Other Industries
Consulting Services (B2B)
Stock Exchange
TSE
Primary Office
  • 15 York Street
  • Second Floor
  • Toronto, Ontario M5J 0A3
  • Canada
+1 (416) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

CI Financial Stock Performance

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$12.41 $12.30 $10.70 - $24.73 $2.43B 196M 921K $1.70

CI Financial Financials Summary

In Thousands,
USD
TTM 31-Mar-2022 FY 2021 31-Dec-2021 FY 2020 31-Dec-2020 FY 2019 31-Dec-2019
EV 5,950,141 6,262,951 3,894,746 4,787,041
Revenue 2,163,336 2,174,187 1,529,782 1,598,989
EBITDA 673,699 629,801 558,654 613,099
Net Income 337,498 326,348 354,710 405,608
Total Assets 6,939,292 6,791,698 4,987,481 3,343,724
Total Debt 2,961,921 3,097,829 1,985,907 1,283,818
Public Fundamental Data provided by Morningstar, Inc. disclaimer

CI Financial Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore CI Financial‘s full profile, request access.

Request a free trial

CI Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
CI Financial is a diversified provider of wealth management products and services, primarily in the Canadian market. The
Investment Banks
Toronto, Canada
2,416 As of 2021
00000000

00000

m dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui
000000000
Rye, NY
000 As of 0000

000 00

ation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderi
0000000000 00000
New York, NY
00000 As of 0000
000
000000000000 000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

CI Financial Competitors (16)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
GAMCO Investors Corporation Rye, NY 000
000 000000 Corporation New York, NY 00000 000 000000000000 000
000000 0000000 Corporate Backed or Acquired New York, NY 000000&0
000000 000000 Corporation Zurich, Switzerland 00000 00.000 00000000000 00.000
00000000 00000 Corporation New York, NY 0000 00000 00000000000 00000
You’re viewing 5 of 16 competitors. Get the full list »

CI Financial Executive Team (14)

Name Title Board Seat Contact Info
Darie Urbanky Chief Operating Officer, Operations & President
Amit Muni Chief Financial Officer, Finance & Executive Vice President
Edward Kelterborn Executive Vice President & Chief Legal Officer, Legal
Amarjit Anderson Chief Risk Officer & Executive
Lorraine Blair Executive Vice President & Executive
You’re viewing 5 of 14 executive team members. Get the full list »

CI Financial Board Members (7)

Name Representing Role Since
00000 000000 CI Financial Board Member 000 0000
0000 000000 Self Board Member 000 0000
00000 0. 0000 CI Financial Board Member 000 0000
000000 000000 Self Board Member 000 0000
0000000 0000000 Self Chairman & Board Member 000 0000
You’re viewing 5 of 7 board members. Get the full list »

CI Financial Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

CI Financial Investments & Acquisitions (53)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 000 29-Apr-2022 0000000000 Asset Management
00000 00000 0 31-Mar-2022 0000000000 Asset Management 0000 0000
0000000 00000 22-Feb-2022 0000000000 Asset Management 0000 0000
000000 000000 09-Feb-2022 00000 0000 000.00 Financial Software 00000 000
Northwood Family Office 11-Jan-2022 Merger/Acquisition Other Financial Services 0000 0000
You’re viewing 5 of 53 investments and acquisitions. Get the full list »

CI Financial Subsidiaries (28)

Company Name Industry Location Founded
Bryant Segall and LLC Hamill Asset Management Chicago, IL 2021
0000000 00000000 0 Investment Advisor Menlo Park, CA 0000
000000000 Financial Software Vancouver, Canada 0000
000000 & 00000 000 Asset Management Houston, TX 0000
000000000 00000000 Consulting Services (B2B) Toronto, Canada 0000
You’re viewing 5 of 28 subsidiaries. Get the full list »

CI Financial Exits (6)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 17-Apr-2019 00000 00000 00 000.00 Completed
  • 3 buyers
000000000 0000000 10-Mar-2009 000000000000000000 Completed
  • 00 000000000
000000000 0000000 04-Apr-2007 000000000000000000 00000 Completed
  • 00 000000000
0 00000 31-Jul-2006 00000 00000 00 00.000 Completed
  • 3 buyers
H Three 22-Apr-2005 Early Stage VC 00.000 Completed
  • 3 buyers
You’re viewing 5 of 6 exits. Get the full list »