CI Financial Overview
- Founded
-
1965
- Status
-
Public
- Employees
-
2,416
- Stock Symbol
-
CIX
- 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
Website
www.cifinancial.com
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
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 |
|---|
CI Financial Comparisons
Description
Primary
Industry
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
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Add Comparison
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 |
CI Financial Executive Team (14)
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 |
CI Financial Signals
Growth Rate
0.80%
Weekly
Growth
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
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 |
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 |
CI Financial Exits (6)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 000000000 | 17-Apr-2019 | 00000 00000 00 | 000.00 | Completed |
|
| 000000000 0000000 | 10-Mar-2009 | 000000000000000000 | Completed |
|
|
| 000000000 0000000 | 04-Apr-2007 | 000000000000000000 | 00000 | Completed |
|
| 0 00000 | 31-Jul-2006 | 00000 00000 00 | 00.000 | Completed |
|
| H Three | 22-Apr-2005 | Early Stage VC | 00.000 | Completed |
|