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.
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ENDING ASSETS |
August
|
July
|
% Change |
August
|
% 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
|
July
|
June
|
Fiscal
|
% 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% |
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:
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.