CI Financial Corp T.CIX

Alternate Symbol(s): CIXXF

Financial Services Asset Management

CI Financial Corp. is a diversified global asset and wealth management company operating primarily in Canada, the United States and Australia. The Company is engaged in the management and distribution of a range of financial products and services, including wealth management, insurance, and others. The Company operates through three segments: Asset Management, Canadian Wealth Management, and U.S. Wealth Management. The Asset Management segment includes CI Global Asset Management, which operates in Canada, and GSFM Pty Ltd., which operates in Australia. The Canadian Wealth Management segment includes the operations of CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, Northwood Family Office, CI Direct Investing and CI Investment Services. The U.S. Wealth Management segment includes Corient Private Wealth LLC, an integrated wealth management company providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients across the United States.

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CI Financial Corp

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Post by retiredcfon Mar 11, 2021 11:05am

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Post# 32772394

Market Movers

On the Rise

CI Financial Corp. rose after announcing an agreement to acquire Barrett Asset Management, LLC, a New York-based registered investment advisor.

“Barrett represents CI’s second RIA in New York and expands CI’s scale in the world’s largest financial center to more than US$5.5 billion,” it said in a release.

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