CI Financial Reports Total Assets of $389.4 Billion for February 2023

All financial amounts in Canadian dollars unless stated otherwise.

CI Financial Corp. (“CI”) (TSX: CIX) today reported preliminary total assets of $389.4 billion as at February 28, 2023, consisting of asset management assets of $121.9 billion, Canadian wealth management assets of $81.1 billion, and U.S. wealth management assets of $186.4 billion.

1. Includes $32.9 billion of assets managed by CI and held by clients of advisors with Assante, CIPC and Aligned Capital as at February 28, 2023 ($33.4 billion at January 31, 2023 and $34.7 billion at February 28, 2022).
2. Month-end USD/CAD exchange rates of 1.3645, 1.3305 and 1.2675 for February 2023, January 2023 and February 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 the operations of CI Global Asset Management and Australia-based GSFM Pty Ltd.
• 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 CI Private Wealth US, a national network of best-in-class wealth management teams.

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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