CI Financial Corp.

CI Financial Corp.

CI Financial Corp.

Overview
Date Founded

2008

Headquarters

2 Queen Street East,20th floor,Toronto, ON M5C 3G7

Type of Company

Public

Employees (Worldwide)

1,726

Industries

Investment Services & Portfolio Management

Company Description

CI Financial Corp. is an independent company offering global asset management and wealth management advisory services. It operates through the following business segments: Asset Management and Wealth Management. The Asset Management segment provides the majority of CI's income and derives its revenue principally from the fees earned on the management of investment funds and other fee-earning investment products. The wealth management segment derives its revenues principally from commissions and fees earned through the provision of ongoing services to clients and on the sale of mutual funds and other financial products. The company was founded in 1965 and is headquartered in Toronto, Canada.

Contact Data
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Executives & Employees

Chief Executive Officer

President & Chief Operating Officer

Executive Vice President & Chief Financial Officer

Chief Legal Officer

President, CI Assante Wealth Management (Canada) Limited

President, CI Private Counsel & Head of CI Institutional Asset Management

Executive Vice President, Head of Distribution, CI Global Asset Management

Executive Vice President & Chief Talent Officer

Executive Vice President, President, First Asset Investment Management Inc

Vice President, Investor Relations & Strategy

Board of Directors

Co-Founder at INFOR Acquisition Corp.

Chairman-Deans Council at Queen's University - Faculty of Law

Former Vice President, General Counsel, Secretary at Rogers Communications, Inc.

Treasurer at G. Raymond Chang Ltd.

Chief Executive Officer at CI Financial Corp.

Former Chief Financial Officer & Executive Vice President at Maple Leaf Foods Inc.

Former Managing Director & Global Head, Investment & Corporate Banking at BMO Capital Markets Corp. (Canada)

Former Chief Executive Officer & Director at Integrated Asset Management Corp.

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Owners & Shareholders
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QCM’s nature of the distributions tend to be more tax effective in addition to the rate being higher than most conventional fixed income products.

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CIGI generally seeks to invest in companies that are building economic value. Such companies generally have healthy cash flows, strong balance sheet, leading industry or niche position, proven management, and good future growth prospects. Their bottom-up approach involves intensive fundamental analysis of each portfolio holding, using a variety of techniques that examine the value and growth characteristics of a company. CIGI typically looks for attractive investment opportunities in all segments of the market. Portfolios are constructed using a combination of quantitative and qualitative analysis, including an analysis of a company’s earnings, management, growth rate, and valuation relative to historical norms and competitors. This process is designed to identify attractive companies offering growth at a potential discount.

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PIL is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. As part of their investment analysis, depending on the strategy or fund in question, they may integrate environmental, social, or governance (ESG) issues or considerations into their research and/or investment decision-making. PIL’s research is generally focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. They rely on research generated in-house which is tailored to the precise needs of our investment professionals.

Recent Transactions
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CI Financial Corp. purchases Congress Wealth Management LLC

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CI Financial Corp. purchases WealthBar Financial Services, Inc.

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CI Financial Corp. purchases One Capital Management LLC

Transaction Clients
Underwriter

Advised on North American Financial 15 Split Corp. issued CAD Common Shares

Transaction Advisors
Legal Advisor

Advised onCI Financial Corp. purchases WealthBar Financial Services, Inc. from Nicola Wealth Management Ltd. (Private Equity)

Legal Advisor

Advised onCI Financial Corp. purchases First Asset Capital Corp.

Underwriter

Advised onCI Financial Corp. issued CAD Common Stock

Legal Advisor

Advised onCI Financial Corp. purchases First Asset Capital Corp.

Co-Founder

Advised onCI Financial Corp. purchases First Asset Capital Corp.

Legal Advisor

Advised onCI Financial Corp. purchases Sentry Investments Corp.

Advisors & Consultants
Advisor

Director, President & Chief Executive Officer at Multi-Manager Limited Partnership I Units

Advisor

Director-Agelab at Massachusetts Institute of Technology

Advisor

President, Chief Executive Officer & Director at CI Global Asset Management

Clients

CI First Asset Canadian REIT ETF is an exchange traded mutual fund. It portfolio comprised of securities of Canadian real estate investment trusts, real estate operating corporations and corporations involved in real estate related services. The company was founded on October 28, 2004 and is headquartered in Toronto, Canada.

Key Stats and Financials As of 2019
Market Capitalization
$2.52B
Total Enterprise Value
$4.52B
Earnings Per Share
$1.68
EBITDAMargin
38.46%
Enterprise Value / Sales
2.91x
Enterprise Value EBITDAOperating
7.57x
TEVNet Income
11.46x
Debt TEV
0.27x
Three Year Compounded Annual Growth Rate Of Revenue
2.84%
Five Year Compounded Annual Growth Rate Of Revenue
2.41%
Revenue
$1.55B
Net Profit
$394M
EBITDA
$597M
Total Debt
$1.23B
Total Equity
$1.1B
Non-Profit Donations & Grants
Investments
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Lendified Holdings, Inc. engages in the provision of lending financial services. It offers term and working capital needs to small businesses. The company was founded by Troy K. Wright on February 25, 2015 and is headquartered in Toronto, Canada.

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Perimeter Financial Corp. provides information technology solutions. The company was founded in 2007 and is headquartered in Toronto, Canada.

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H Three, Inc. provides executive search services. The company holds the patent for facilitating and tracking personal referrals made via electronic networks. The company was founded in 2004 and is headquartered in Cambridge, MA.

Investors
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Chief Investment Officer & Managing Partner at Bowling Portfolio Management LLC

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Chief Executive Officer at Bowling Portfolio Management LLC

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