Overview Strategic Priorities News Events & Presentations Stock Info Financials Governance Resources Search query News Selecting the value will change the page content Select year: 2021 2020 2019 2018 November 19, 2021 BNN Bloomberg interview with Kurt MacAlpine November 11, 2021 CI Financial Reports Record Financial Results for the Third Quarter of 2021 Download (opens in new window) November 10, 2021 CI Financial Makes Strategic Investment in GLASfunds, a Leading Alternative Investment Platform Download (opens in new window) November 10, 2021 CI Financial Reports Record Total Assets of $331.8 Billion for October 2021 Download (opens in new window) November 10, 2021 CI Financial to Acquire Gofen and Glossberg, a US$7.5-Billion Chicago-Based RIA Serving High-Net-Worth Families Download (opens in new window) November 2, 2021 CI Financial to Acquire R.H. Bluestein & Co., a $4.1-Billion Detroit and New York-Based RIA Focused on Ultra-High-Net-Worth and High-Net-Worth Families Download (opens in new window) October 28, 2021 CI Financial Affiliate RGT Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas RIAs Download (opens in new window) October 22, 2021 CI Financial Announces Third Quarter Earnings Conference Call and Webcast Download (opens in new window) October 21, 2021 CI Financial to Acquire McCutchen Group, a $3.4-Billion Ultra-High-Net-Worth Wealth Manager Based in Seattle Download (opens in new window) October 19, 2021 CI Financial Reports Total Assets of $320.4 Billion for September 2021 Download (opens in new window) October 4, 2021 CI Financial Completes Acquisition of Budros, Ruhlin & Roe, a Leading Ohio RIA with US$3.5 Billion in Assets Download (opens in new window) September 30, 2021 CI Financial Completes Acquisition of US$5.2-Billion Silicon Valley RIA Portola Partners Download (opens in new window) September 15, 2021 CI Financial Establishes U.S. Headquarters in Miami Download (opens in new window) September 14, 2021 CI Financial to Acquire Portola Partners, a Leading US$5.2-Billion Silicon Valley Wealth Manager Download (opens in new window) September 13, 2021 CI Financial Reports Record Total Assets of $320.4 Billion for August 2021 Download (opens in new window) September 1, 2021 CI Financial Completes Acquisition of Pennsylvania RIA Radnor Financial Advisors Download (opens in new window) August 13, 2021 CI Financial Reports Record Total Assets of $309.3 Billion for July 2021 Download (opens in new window) August 12, 2021 CI Financial Earns 2021 Great Place to Work® Certification Download (opens in new window) August 10, 2021 CI Financial Reports Record Financial Results for the Second Quarter of 2021 Download (opens in new window) August 10, 2021 CI Financial to Acquire Budros, Ruhlin & Roe, a Leading US$3.4-Billion Ohio-Based Registered Investment Advisor Download (opens in new window) July 27, 2021 CI Financial Announces Second Quarter Earnings Conference Call and Webcast Download (opens in new window) July 15, 2021 CI Financial Reports Total Assets of $304 billion for June 2021 and Positive Second Quarter Net Sales Download (opens in new window) June 28, 2021 CI Financial Enters Pennsylvania with Acquisition of US$2.6-billion Radnor Financial Advisors June 16, 2021 CI Financial renews Normal Course Issuer Bid and Automatic Securities Purchase Plan June 16, 2021 CI Financial announces election of directors and results of annual meeting of shareholders June 11, 2021 CI Financial Reports Record Total Assets of $288.3 billion for May 2021 June 2, 2021 CI Financial announces pricing of US$900 million notes offering May 27, 2021 Assante Wealth Management Achieves Top Ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction Study May 26, 2021 CI Financial Reports Record Total Assets of $287.5 Billion for April 2021 May 13, 2021 CI Financial Reports Record Financial Results for the First Quarter of 2021 May 10, 2021 CI Financial to Acquire Dowling & Yahnke, a Leading San Diego Wealth Advisory Firm with US$5.1 Billion in Assets May 3, 2021 CI Financial Affiliated RIA Congress Wealth Management acquires Pinnacle Advisory Group to create $5.8-billion firm April 30, 2021 CI Financial Completes Three Previously Announced Acquisitions, Boosting Total Assets to a Record $280 Billion April 28, 2021 CI Financial announces earnings conference call and webcast April 14, 2021 CI Financial Reports Record Total Assets of $240.6 Billion for March 2021 April 12, 2021 CI Financial Announces New Chief Financial Officer April 6, 2021 CI Financial announces launch of Axia Real Assets, an investment manager specializing in global real estate and infrastructure April 5, 2021 CI Financial to Acquire Remaining Stake in Lawrence Park Asset Management, Taking its Ownership in the Alternative Investment Manager to 100% March 23, 2021 CI Financial to Host Virtual-Only Annual Meeting of Shareholders on June 16, 2021 March 15, 2021 CI Financial to Acquire Brightworth, a leading $4.7-Billion Atlanta-based RIA and Private Wealth Firm March 11, 2021 CI Financial to Acquire New York-Based RIA Barrett Asset Management March 10, 2021 CI Financial Reports Total Assets of $236.5 Billion for February 2021; Wealth Management Assets Reach $100 billion for the First Time February 26, 2021 CI Financial to access specialized services for affluent investors through New York Private Bank & Trust February 17, 2021 CI Financial Announces Redemption Price for Debentures due July 2023 February 16, 2021 CI Financial Reports Total Assets of $231.8 Billion for January 2021 February 11, 2021 CI Financial Reports Fourth Quarter and Annual Financial Results for 2020 January 26, 2021 CI Financial CEO Kurt MacAlpine Discusses Growing U.S. Presence on BNN Bloomberg January 25, 2021 CI Financial Kickstarts 2021 with Acquisition of Chicago-based Segall Bryant & Hamill, a Leading High-Net-Worth RIA and Institutional Asset Manager with US$23 Billion in Assets January 21, 2021 CI Financial Announces Earnings Conference Call and Webcast January 19, 2021 CI Financial Announces Early Redemption of Debentures due July 2023 January 15, 2021 CI Financial Announces Redemption Price for Debentures due November 2021 January 13, 2021 CI Financial Announces Pricing of US$260 Million Re-Opening of 3.200% Notes Due 2030 January 12, 2021 CI Financial’s total assets grow 27% in 2020 to record $231.5 billion January 4, 2021 CI Financial Completes Acquisition of Four RIA Firms, Capping a Year of Rapid Growth in U.S. Wealth Management Contact Us Jason Weyeneth, CFA Vice-President, Investor Relations & Strategy 416-681-8779 jweyeneth@ci.com OVERVIEW STRATEGIC PRIORITIES NEWS EVENTS & PRESENTATIONS STOCK INFO FINANCIALS GOVERNANCE RESOURCES Privacy Policy Terms of Use Legal Notices © 2021 CI Financial Corp. - All rights reserved Powered By Q4 Inc. 5.56.0.1 (opens in new window)