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News
2021
CI Financial Announces New Chief Financial Officer
CI Financial announces launch of Axia Real Assets, an investment manager specializing in global real estate and infrastructure
CI Financial to Acquire Remaining Stake in Lawrence Park Asset Management, Taking its Ownership in the Alternative Investment Manager to 100%
CI Financial to Host Virtual-Only Annual Meeting of Shareholders on June 16, 2021
CI Financial to Acquire Brightworth, a leading $4.7-Billion Atlanta-based RIA and Private Wealth Firm
CI Financial to Acquire New York-Based RIA Barrett Asset Management
CI Financial Reports Total Assets of $236.5 Billion for February 2021; Wealth Management Assets Reach $100 billion for the First Time
CI Financial to access specialized services for affluent investors through New York Private Bank & Trust
CI Financial Announces Redemption Price for Debentures due July 2023
CI Financial Reports Total Assets of $231.8 Billion for January 2021
CI Financial Reports Fourth Quarter and Annual Financial Results for 2020
CI Financial CEO Kurt MacAlpine Discusses Growing U.S. Presence on BNN Bloomberg
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
CI Financial Announces Earnings Conference Call and Webcast
CI Financial Announces Early Redemption of Debentures due July 2023
CI Financial Announces Redemption Price for Debentures due November 2021
CI Financial Announces Pricing of US$260 Million Re-Opening of 3.200% Notes Due 2030
CI Financial’s total assets grow 27% in 2020 to record $231.5 billion
CI Financial Completes Acquisition of Four RIA Firms, Capping a Year of Rapid Growth in U.S. Wealth Management
2020
CI Financial Announces Early Redemption of Debentures due November 2021
CI Financial to Acquire Majority Interest in RGT Wealth Advisors, a Leading Texas-Based Wealth Management Firm with Approximately US$4.7 Billion in Assets
CI Financial Begins Trading on New York Stock Exchange, Completes Acquisition of Bowling Portfolio Management
CI Global Asset Management Announces November 2020 Distributions for CI ETFs
CI Global Asset Management Funds and ETFs Win 2020 Canada Lipper Fund Awards From Refinitiv
CI Financial lists on the NYSE as firm continues U.S. push
CI Global Asset Management files preliminary prospectus for CI Galaxy Bitcoin Fund
CI Financial Announces Change to Executive Management
CI Financial Reports Financial Results for the Third Quarter of 2020
CI Financial reports assets under management for October 2020, total assets reach record $202 billion
CI Financial Enters 12th U.S. RIA Transaction of 2020; Agreement to Acquire US$2.7-billion Roosevelt Investments Brings Total Projected U.S. Wealth Assets to Approximately US$16.5 billion
CI Investments Rebrands as CI Global Asset Management
CI Financial to acquire $1.1 billion wealth firm Doyle Wealth Management, its first Florida and 11th U.S. RIA transaction this year
CI Financial applies for NYSE listing as U.S. wealth strategy gains momentum
CI Financial to acquire majority interest in Stavis & Cohen of Houston, its second acquisition of a leading woman-owned wealth firm and 10th RIA acquisition of 2020
CI Investments launches mutual fund series of CI First Asset Enhanced Short Duration Bond ETF (FSB)
CI Financial announces earnings conference call and webcast
CI Financial completes acquisition of a majority stake in Aligned Capital; CI’s total assets surpass $200 billion for the first time
CI Financial reports record total assets of $194 billion
CI Financial and d1g1t Inc. expand strategic alliance to drive accelerated growth across North America and globally
Sentry Investment Management Portfolio Manager Jon Case on BNN Bloomberg TV
CI Financial to acquire Bowling Portfolio Management of Cincinnati, its ninth RIA transaction in 2020
CI Financial completes acquisition of BDF, a Chicago-area private wealth firm with US$4.5 billion in assets
CI reports assets under management for August 2020
CEO Kurt MacAlpine interviewed by BNN Bloomberg
Wealth manager Balasa Dinverno Foltz LLC recognized as one of the Best Places to Work in Chicago
CI Investments makes top-performing global growth fund available to retail investors, reduces minimum investments for CI Private Pools™
CI reports assets under management for July 2020; total assets at record high
CI Financial reports results for the second quarter of 2020
CI Financial to acquire majority stake in Canadian advisory firm Aligned Capital, boosting CI’s North American wealth management assets to $74 billion
Investment News interview with CEO Kurt MacAlpine on acquisition of BDF
Globe and Mail article: CI Financial’s U.S. wealth business to grow by 70 per cent with acquisition of Illinois based BDF
CI Financial to acquire BDF, a US$4.5-billion leading Chicago registered investment advisor, boosting CI’s U.S. wealth assets to US$11 billion in just six months
CI Financial powers OCM Capital Partners’ acquisition of registered investment advisor Thousand Oaks Financial
CI Financial announces earnings conference call and webcast
CEO Kurt MacAlpine interviewed for Investment Executive
CI Financial completes acquisition of interests in two U.S. wealth firms
CI Financial reports assets under management for June 2020; Wealth management assets at record high
CI Financial announces election of directors and results of annual meeting of shareholders
CI Financial reports assets under management for May 2020
CI Financial CEO Kurt MacAlpine on BNN Bloomberg
CI Financial completes debenture offering
CI Financial announces strategic investment in Congress Wealth Management of Boston
CI Financial extends ownership of WealthBar to 100%; Firm to be cornerstone of integrated CI Direct Investing platform
CI Financial announces new debenture financing
CI Investments announces launch of three mandates managed by Jeffrey Gundlach’s DoubleLine Capital, one of the world’s leading fixed-income managers
CI Financial reports assets under management for April 2020 and announces completion of One Capital Management acquisition
CI Financial reports first quarter results for 2020
CI Financial and Assante Wealth Management launch Be Well-Advised Program offering free financial advice to Canadians in need
CI Financial announces earnings conference call and webcast
CI Financial continues U.S. wealth expansion with acquisition of a strategic interest in The Cabana Group
CI Financial announces partnership with leading global private markets investment firm
CI Financial to host virtual-only Annual Meeting of Shareholders on June 18, 2020
CI Financial reports assets under management for March 2020
CI Financial Corporate update with CEO Kurt MacAlpine
CI Financial announces shareholder webcast to provide corporate update and answer investor questions
Update on CI Financial’s Pandemic Response
CI Financial reports assets under management for February 2020
Retirement expert Joseph Coughlin, interview with Investment Executive
CI Financial completes acquisition of WisdomTree’s Canadian ETF business, announces ETF name changes
CI Financial reports fourth quarter and annual results for 2019
CI Financial partners with Jeffrey Gundlach’s DoubleLine Capital to launch new fixed-income lineup
CI Financial reports assets under management for January 2020
CI Financial announces earnings conference call and webcast
CI Financial CEO, Kurt MacAlpine, interview with The Globe and Mail
CI Financial reports assets under management for December 2019
2019
CI Financial builds on U.S. wealth expansion strategy with acquisition of a majority interest in RIA One Capital Management
CI Financial reports assets under management for November 2019
CI Financial partners with Joseph Coughlin, global expert in longevity and retirement
CI Financial acquires majority stake in U.S. RIA firm Surevest Wealth Management
CI Financial CEO Kurt MacAlpine on BNN Bloomberg
CI Financial to acquire WisdomTree’s Canadian ETF business
CI Financial reports third quarter 2019 results
CI Financial reports assets under management for October 2019
CI Financial Announces Strategic Partnership with d1g1t
CI Financial announces earnings conference call and webcast
WealthBar acquires Snap Projections, furthering its commitment to making quality financial advice available to all Canadians
CI Financial and GSFM announce acquisition of stake in Redpoint Investment Management
CI Financial reports assets under management for September 2019
Assante Wealth Management partners with WealthBar to launch platform pairing online investing with financial advice
CI Financial reports assets under management for August 2019
CI Financial provides update on CEO transition
CI Financial reports second quarter 2019 results
Kurt MacAlpine appointed Chief Executive Officer of CI Financial
CI Financial reports assets under management for July 2019
CI Financial announces earnings conference call and webcast
CI Financial Corp. completes debenture offering
CI Financial Corp. announces new debenture financing
CI Financial reports assets under management for June 2019
CI Financial announces election of directors and results of annual meeting of shareholders
CI Financial appoints Darie Urbanky as President and Chief Operating Officer
CI Financial renews Normal Course Issuer Bid and Automatic Securities Purchase Plan
CI Financial reports assets under management for May 2019
CI Financial reports first quarter 2019 results
CI Financial reports assets under management for April 2019
CI Financial announces earnings conference call and webcast
Peter Anderson Announces Plan to Step Down as CEO of CI Financial by mid-2020
CI Financial reports assets under management for March 2019
William (Bill) Butt joins CI Financial Board of Directors
CI Financial makes a $2 million investment in Disruption Ventures, a fund supporting women-led businesses
CI Financial reports assets under management for February 2019
CI Financial reports fourth quarter and annual results for 2018
CI Financial reports assets under management for January 2019
CI Financial completes acquisition of WealthBar
CI Financial announces fourth quarter earnings conference call and webcast
CI Financial reports assets under management for December 2018
2018
CI Financial accelerates its digital strategy with the acquisition of WealthBar
CI Financial amends Normal Course Issuer Bid
CI Financial Announces Retirement of President Sheila Murray
CI Financial reports assets under management for November 2018
CI Financial reports strong third quarter 2018 results
CI Financial reports assets under management for October 2018
CI Financial announces new time for third quarter 2018 results conference call
CI Financial establishes automatic securities purchase plan
CI Financial reports assets under management for September 2018
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