CI Financial Corp

TSX:CIXCanadaView on NYSE

CI Financial Corp. is a Canada-based integrated global wealth and asset management company. The Company’s primary business is the management and distribution of a range of financial products and services, including mutual funds, segregated funds, exchange-traded funds, financial planning, insurance, investment advice, wealth management and estate and succession planning. It operates through two segments: asset management and wealth management. The asset management segment includes the operating results and financial position of CI Investments, GSFM and Marret, which focuses on the management of several families of mutual funds, segregated funds and exchange-traded funds. The wealth management segment includes the operating results and financial position of CI Private Counsel LP, the United States RIAs, Aligned, CI Investment Services, Wealthbar and AWM and its subsidiaries, including Assante Capital Management Ltd. and Assante Financial Management Ltd.

Contact Information

Headquarters

15 York Street, 2Nd FloorTORONTO, ON, Canada M5J 0A3

Phone

416-364-1145

Fax

416-365-0501

Executives

Independent Chairman of the Board

William Holland

President, Chief Operating Officer

Darie Urbanky

Chief Executive Officer, Director

Kurt Macalpine

Chief Financial Officer, Executive Vice President

Douglas Jamieson

Executive Vice President, Chief Marketing Officer

Julie Silcox