Overview
Founded in 1965, CI Financial Corp. is an independent company offering global asset management and wealth management advisory services. CI has approximately C$91.1 billion assets, consisting of asset management assets of $122.0 billion, Canadian wealth management assets of $81.6 billion, and U.S. wealth management assets of $187.5 billion. CI's primary asset management businesses are CI Global Asset Management (CI Investments Inc.) and GSFM Pty Ltd.,
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Read More and it operates in Canadian wealth management through Assante Wealth Management (Canada) Ltd., CI Private Counsel LP, Aligned Capital Partners Inc., CI Direct Investing (WealthBar Financial Services Inc.), and CI Investment Services Inc. Its home country, Canada, accounts for about 75% of total revenue.
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Read More and it operates in Canadian wealth management through Assante Wealth Management (Canada) Ltd., CI Private Counsel LP, Aligned Capital Partners Inc., CI Direct Investing (WealthBar Financial Services Inc.), and CI Investment Services Inc. Its home country, Canada, accounts for about 75% of total revenue.
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Kurt MacAlpine
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Other Financial Investment Activities
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Management, Scientific, and Technical Consulting Services
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Securities and Commodity Contracts Intermediation and Brokerage
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Manager of mutual funds, contract or fee basis
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Financial consultant
See All Industries , Investment firm, general brokerage Investment advisory service
See Fewer Industries
See All Industries , Investment firm, general brokerage Investment advisory service
See Fewer Industries
Activities Related to Credit Intermediation
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Agencies, Brokerages, and Other Insurance Related Activities
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Depository Credit Intermediation
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Insurance Carriers
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Insurance and Employee Benefit Funds
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Monetary Authorities-Central Bank
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Nondepository Credit Intermediation
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Other Investment Pools and Funds
View more , Securities and Commodity Contracts Intermediation and Brokerage Securities and Commodity Exchanges
View fewer
View more , Securities and Commodity Contracts Intermediation and Brokerage Securities and Commodity Exchanges
View fewer
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Actual
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Actual
$2.50 billion
Actual
11.37%
$10,764
DEC
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Toronto:CIX
Contacts
Get in Touch with 16 Principals* and 53 Contacts
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Kurt MacAlpineMember of the Board of Directors
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Contact 2?
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Contact 3?
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Contact 4?
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Financial Statements
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Financial data as of December 31, 2023 (12 month period) in USD
Annual Revenue 2024
$2.50 billion
USD
Actual
1 USD = 1.3736 CAD
All financial statement data is in millions except per share data | Source: Morningstar
| Cash Flow (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Net Operating Cash | $408 | $327 | $349 |
| Net Investing Cash | -$482 | -$382 | -$370 |
| Net Financing Cash | $96 | $42 | -$35 |
| Net Change in Cash | $22 | -$12 | -$56 |
| Cash at Beginning of Period | $100 | $112 | $168 |
| Cash at End of Period | $122 | $100 | $112 |
| Capital Expenditure | -$73 | -$37 | -$21 |
| Assets (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Current Assets | |||
| Cash and Cash Equivalents | $122 | $100 | $112 |
| Accounts Receivable | $315 | $282 | $218 |
| Inventories | $ | $ | $ |
| Other Current Assets | $851 | $837 | $1,005 |
| Asset Summary | |||
| Total Current Assets | $1,288 | $1,220 | $1,335 |
| Tangible Fixed Assets | $297 | $229 | $142 |
| Intangible Assets | $2,415 | $2,336 | $2,300 |
| Total Assets | $10,765 | $9,982 | $9,708 |
| Liabilities (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Current Liabilities | |||
| Accounts Payable | $1,168 | $1,065 | $1,169 |
| Short-Term Debt | $648 | $318 | $233 |
| Other Current Liabilities | $2,783 | $2,264 | $992 |
| Liability Summary | |||
| Total Current Liabilities | $4,599 | $3,647 | $2,394 |
| Long-Term Debt | $2,298 | $2,235 | $2,836 |
| Other Long-Term Liabilities | $13 | $43 | $167 |
| Total Liabilities | $7,538 | $6,509 | $5,886 |
| Stakeholder's Equity (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Equity | |||
| Common Stock | $1,000 | $1,046 | $1,243 |
| Retained Earnings | -$805 | -$331 | -$117 |
| Equity Summary | |||
| Total Equity | $298 | $748 | $1,172 |
| Shares Outstanding | 143,335,143 | 153,821,117 | 184,517,832 |