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CI Financial

CI Financial
1965 FOUNDED
PUBLIC STATUS
1K-5K EMPLOYEES
CIX STOCK SYMBOL
19 INVESTMENTS
$15.82 SHARE PRICE (As of Friday Closing)
Description

CI Financial is a diversified provider of wealth management products and services, primarily in the Canadian market. The company had CAD 130.0 billion in fund assets under management, and another CAD 46.9 billion in assets under advisement, at the end of July 2019, making it the second-largest nonbank affiliated asset manager in Canada. The company operates primarily through CI Investments, which offers a broad selection of investment funds, and Assante Wealth Management, which provides financial advice through a network of advisors. Other subsidiaries include Sentry Investments, Stonegate Private Counsel, Grant Samuel Funds Management (Australia), First Asset Investment Management and BBS Securities.

Formerly Known As
CI Fund Management
Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Investment Banks
Stock Exchange
TSE
Primary Office
  • 2 Queen Street East
  • Twentieth Floor
  • Toronto, Ontario M5C 3G7
  • Canada

+1 (416) 000-0000
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CI Financial Stock Performance

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$12.11 - $16.76 $3.59B $15.43 $1.67 490K 227M

CI Financial Financials Summary

In Thousands,
USD
TTM
30-Sep-2019
FY 2018
31-Dec-2018
FY 2017
31-Dec-2017
FY 2016
31-Dec-2016
Enterprise Value 4,112,423 3,744,433 6,880,857 5,935,762
Revenue 1,591,967 1,724,951 1,626,326 1,469,583
EBITDA 594,858 691,101 646,345 535,652
Net Income 400,067 476,271 422,966 379,409
Total Assets 3,295,661 3,151,337 3,455,470 2,370,356
Total Debt 1,242,215 1,104,038 889,160 564,436
Public Fundamental Data provided by Morningstar, Inc. disclaimer

CI Financial Investments & Acquisitions (19)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 00000 0 07-Nov-2019 000000000000000000 00.00 Asset Management 0000 000000000
000000000 17-Apr-2019 00000 00000 00 000.00 Financial Software
000000000 23-Jan-2019 000000000000000000 00000 Financial Software 00000 00000000
000 0000000000 01-Nov-2017 000000000000000000 Brokerage 00000 00000000
Sentry Investments 02-Oct-2017 Merger/Acquisition 00000 Asset Management 00000 00000000
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CI Financial Exits (5)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 0000000 10-Mar-2009 000000000000000000 Completed
  • 00 000000000
000000000 0000000 12-Feb-2007 000000000000000000 Completed
  • 00 000000000
0 00000 31-Jul-2006 00000 00000 00 00.000 Completed
  • 3 buyers
0 00000 22-Apr-2005 00000 00000 00 00.000 Completed
  • 3 buyers
Camilion Solutions 09-Nov-2001 Early Stage VC 00.000 Completed
  • 4 buyers
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CI Financial Subsidiaries (7)

Company Name Industry Location Founded
WealthBar Financial Software Vancouver, Canada 2012
000000 00000000000 Asset Management Toronto, Canada 0000
00000 00000 0.0. & Investment Banks Toronto, Canada 0000
0000000 Asset Management Toronto, Canada 0000
00000 000000 00000 Financing Advisory Sydney, Australia 0000
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CI Financial Executive Team (8)

Name Title Board
Seat
Contact
Info
Douglas Jamieson Chief Financial Officer & Executive Vice President
Ted Kelterborn Chief Legal Officer
Kurt MacAlpine Chief Executive Officer
David Poster Senior Vice President, Strategy and Finance

4 Former Executives

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CI Financial Board Members (3)

Name Representing Role Since Contact
Info
00000 000000 CI Financial Board Member 000 0000

2 Former Board Members

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