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 Betteryear2on Sep 13, 2021 4:11pm

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Post# 33850072

Record Total Assets of $320.4 Billion for August 2021

All financial amounts in Canadian dollars unless stated otherwise.

CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as at August 31, 2021 of $150.0 billion and wealth management assets of $170.3 billion, for total assets of $320.4 billion.

On August 31, 2021, CI completed the previously announced acquisition of Radnor Financial Advisors, LLC, a registered investment advisor based in Wayne, Pa., adding $3.4 billion in wealth management assets.

https://www.businesswire.com/news/home/20210913005802/en/

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