CI Financial Reports Total Assets of $431.9 Billion for August 2023
27 Setembro 2023 - 8:00AM
Business Wire
All financial amounts in Canadian dollars unless stated
otherwise.
CI Financial Corp. (“CI”) (TSX: CIX) today reported preliminary
total assets of $431.9 billion as at August 31, 2023, consisting of
asset management assets of $122.7 billion, Canadian wealth
management assets of $83.7 billion, Canadian custody assets of
$23.9 billion, and U.S. wealth management assets of $201.6
billion.
CI FINANCIAL CORP.
August 31, 2023 PRELIMINARY MONTH-END ASSETS (C$
Billions)
ENDING ASSETS
August 2023
July 2023
% Change
August 2022
% Change
Asset management (1)
$122.7
$123.7
-0.8%
$119.0
3.1%
Canada wealth management
$83.7
$83.9
-0.2%
$76.5
9.4%
Canada custody (2)
$23.9
$23.5
1.7%
$6.6
262.1%
U.S. wealth management (3)
$201.6
$199.2
1.2%
$150.4
34.0%
TOTAL ASSETS
$431.9
$430.3
0.4%
$352.5
22.5%
ASSET MANAGEMENT – AVERAGE AUM
August 2023
July 2023
June 2023
Fiscal 2022
% Change
Monthly average
$122.2
$122.8
-
-
-0.5%
Quarter-to-date average
$122.5
-
$122.1
-
0.3%
Year-to-date average
$122.1
-
-
$125.0
-2.3%
- Includes $33.0 billion of assets managed by CI and held by
clients of advisors with CI Assante Wealth Management, CI Private
Counsel (CIPC) and Aligned Capital Partners as at August 31, 2023
($33.3 billion at July 31, 2023 and $31.7 billion at August 31,
2022).
- Includes $20.1 billion of assets advised by CI and held by
clients of advisors with Assante, CIPC, CI Direct Investing and
Aligned Capital as at August 31, 2023 ($19.7 billion at July 31,
2023 and $4.3 billion at August 31, 2022). Prior to July 2023,
custody assets were historically not included as part of reported
assets for Canada wealth management or consolidated total
assets.
- Month-end USD/CAD exchange rates of 1.3512, 1.3186 and 1.3134
for August 2023, July 2023 and August 2022, respectively.
About CI Financial
CI Financial Corp. is a diversified global asset and wealth
management company operating primarily in Canada, the United States
and Australia. Founded in 1965, CI has developed world-class
portfolio management talent, extensive capabilities in all aspects
of wealth planning, and a comprehensive product suite.
CI operates in three segments:
- Asset Management, which includes CI Global Asset Management,
which operates in Canada, and GSFM Pty Ltd., which operates in
Australia.
- Canadian Wealth Management, which includes the operations of CI
Assante Wealth Management, Aligned Capital Partners, CI Private
Wealth (Canada), Northwood Family Office, CI Direct Investing and
CI Investment Services.
- U.S. Wealth Management, which includes Corient Private Wealth,
an integrated wealth management firm providing comprehensive
solutions to ultra-high-net-worth and high-net-worth clients across
the United States.
CI is headquartered in Toronto and listed on the Toronto Stock
Exchange (TSX: CIX). To learn more, visit CI’s website or LinkedIn
page.
CI Global Asset Management is a registered business name of CI
Investments Inc., a wholly owned subsidiary of CI Financial
Corp.
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version on businesswire.com: https://www.businesswire.com/news/home/20230927999744/en/
Investor Relations Jason Weyeneth, CFA Vice-President,
Investor Relations & Strategy 416-681-8779 jweyeneth@ci.com
Media Relations Canada Murray Oxby Vice-President,
Corporate Communications 416-681-3254 moxby@ci.com
United States Jimmy Moock Managing Partner, StreetCred
610-304-4570 jimmy@streetcredpr.com ci@streetcredpr.com
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