Financial News

CI Financial Reports Record Total Assets of $288.3 Billion for May 2021

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All monetary quantities in Canadian {dollars} until acknowledged in any other case.

TORONTO — CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) as we speak reported preliminary property underneath administration as at Could 31, 2021 of $142.1 billion and wealth administration property of $146.2 billion, for whole property of $288.3 billion.


Could 31, 2021



Could 2021

April 2021

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Could 2020

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Core property underneath administration (Canada and Australia) (1)






U.S. property underneath administration






Whole property underneath administration






Canadian wealth administration






U.S. wealth administration (2)






Whole wealth administration













Could 2021

April 2021

March 2021


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  1. Consists of $33.8 billion of property managed by CI and held by shoppers of advisors with Assante, CIPC and Aligned Capital as at Could 31, 2021 ($33.5 billion at April 30, 2021 and $27.6 billion at Could 31, 2020).
  2. Excludes the previously announced acquisition of Dowling & Yahnke, LLC of San Diego, an RIA with $6.3 billion in property (at March 31, 2021), which is anticipated to extend CI’s U.S. property to roughly $79.1 billion and whole property to $294.6 billion as soon as the transaction closes.

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About CI Monetary

CI Monetary Corp. is an unbiased firm providing world asset administration and wealth administration advisory companies. CI’s major asset administration companies are CI World Asset Administration (CI Investments Inc.) and GSFM Pty Ltd., and it operates in Canadian wealth administration by way of CI Assante Wealth Administration (Assante Wealth Administration (Canada) Ltd.), CI Non-public Counsel LP, Aligned Capital Companions Inc., CI Direct Investing (WealthBar Monetary Providers Inc.), and CI Funding Providers Inc.

CI’s U.S. wealth administration companies encompass Barrett Asset Administration, LLC, BDF LLC, Bowling Portfolio Administration LLC, Brightworth, LLC, The Cabana Group, LLC, Congress Wealth Administration, LLC, Doyle Wealth Administration, LLC, One Capital Administration, LLC, The Roosevelt Funding Group, LLC, RGT Wealth Advisors, LLC, Segall, Bryant & Hamill, LLC, Stavis & Cohen Non-public Wealth, LLC and Surevest LLC.

CI is listed on the Toronto Inventory Trade underneath CIX and on the New York Inventory Trade underneath CIXX. Additional data is offered at

This press launch comprises forward-looking statements regarding anticipated future occasions, outcomes, circumstances, efficiency or expectations with respect to CI Monetary Corp. (“CI”) and its services, together with its enterprise operations, technique and monetary efficiency and situation. Ahead-looking statements are sometimes recognized by phrases comparable to “consider”, “anticipate”, “foresee”, “forecast”, “anticipate”, “intend”, “estimate”, “purpose”, “plan” and “challenge” and related references to future durations, or conditional verbs comparable to “will”, “might”, “ought to”, “may” or “would”. These statements aren’t historic info however as an alternative symbolize administration beliefs relating to future occasions, a lot of which by their nature are inherently unsure and past administration’s management. Though administration believes that the expectations mirrored in such forward-looking statements are primarily based on affordable assumptions, such statements contain dangers and uncertainties. The fabric components and assumptions utilized in reaching the conclusions contained in these forward-looking statements embody that the acquisition of Dowling & Yahnke, LLC will likely be accomplished and their asset ranges will stay steady, that the funding fund business will stay steady and that rates of interest will stay comparatively steady. Elements that might trigger precise outcomes to vary materially from expectations embody, amongst different issues, normal financial and market circumstances, together with curiosity and international trade charges, world monetary markets, adjustments in authorities rules or in tax legal guidelines, business competitors, technological developments and different components described or mentioned in CI’s disclosure supplies filed with relevant securities regulatory authorities once in a while. The foregoing checklist will not be exhaustive and the reader is cautioned to think about these and different components fastidiously and to not place undue reliance on forward- trying statements. Apart from as particularly required by relevant legislation, CI undertakes no obligation to replace or alter any forward-looking assertion after the date on which it’s made, whether or not to replicate new data, future occasions or in any other case.

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Investor Relations
Jason Weyeneth, CFA
Vice-President, Investor Relations & Technique

Media Relations
Murray Oxby
Vice-President, Communications

United States
Trevor Davis, Gregory FCA for CI Monetary

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