CI Financial Corp. CIX*CA Stock Quotes and Insider News

Insider Chart Past 6 Months

Technical Chart

Filings by transaction date

Apr 05, 2024 (filed on Apr 05, 2024)

Insider Name:

CI Financial Corp.

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

38 - Redemption, retraction, cancellation, repurchase

# or value acquired/disposed of:

-4,857,142

Price:

--
Apr 05, 2024 (filed on Apr 05, 2024)

Insider Name:

CI Financial Corp.

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

38 - Redemption, retraction, cancellation, repurchase

# or value acquired/disposed of:

4,857,142

Price:

$17.50
Apr 04, 2024 (filed on Apr 05, 2024)

Insider Name:

Holland, William T.

Ownership Type:

Indirect Ownership

Securities:

Common Shares

Nature of Transaction:

10 - Acquisition or disposition in the public market

# or value acquired/disposed of:

16,200

Price:

$16.70
Mar 31, 2024 (filed on Apr 05, 2024)

Insider Name:

Ward, Sarah Mary

Ownership Type:

Direct Ownership

Securities:

Deferred Share Unit

Nature of Transaction:

56 - Grant of rights

# or value acquired/disposed of:

3,026

Price:

$17.35
Mar 31, 2024 (filed on Apr 05, 2024)

Insider Name:

Butt, William Emerson

Ownership Type:

Direct Ownership

Securities:

Deferred Share Unit

Nature of Transaction:

56 - Grant of rights

# or value acquired/disposed of:

3,170

Price:

$17.35
Mar 14, 2024 (filed on Mar 18, 2024)

Insider Name:

Holland, William T.

Ownership Type:

Indirect Ownership

Securities:

Common Shares

Nature of Transaction:

10 - Acquisition or disposition in the public market

# or value acquired/disposed of:

23,400

Price:

$16.67
Mar 12, 2024 (filed on Mar 13, 2024)

Insider Name:

Holland, William T.

Ownership Type:

Indirect Ownership

Securities:

Common Shares

Nature of Transaction:

10 - Acquisition or disposition in the public market

# or value acquired/disposed of:

20,000

Price:

$16.83
Mar 07, 2024 (filed on Mar 08, 2024)

Insider Name:

Holland, William T.

Ownership Type:

Indirect Ownership

Securities:

Common Shares

Nature of Transaction:

10 - Acquisition or disposition in the public market

# or value acquired/disposed of:

20,000

Price:

$16.92
Mar 06, 2024 (filed on Mar 07, 2024)

Insider Name:

Holland, William T.

Ownership Type:

Indirect Ownership

Securities:

Common Shares

Nature of Transaction:

10 - Acquisition or disposition in the public market

# or value acquired/disposed of:

40,000

Price:

$16.91
Mar 04, 2024 (filed on Mar 08, 2024)

Insider Name:

Zhang, Yvette

Ownership Type:

Direct Ownership

Securities:

Restricted Share Unit

Nature of Transaction:

56 - Grant of rights

# or value acquired/disposed of:

4,449

Price:

$16.86

Filings by filing date

Dec 31, 2023 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

782

Price:

$14.68
Dec 31, 2022 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

692

Price:

$15.95
Jan 26, 2022 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

35

Price:

$23.52
Apr 20, 2022 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

42

Price:

$18.93
Jul 20, 2022 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

56

Price:

$14.38
Oct 21, 2022 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

62

Price:

$13.16
Jan 19, 2023 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

120

Price:

$15.36
Apr 17, 2023 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

138

Price:

$12.90
Jul 17, 2023 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

111

Price:

$16.24
Oct 16, 2023 (filed on Apr 18, 2024)

Insider Name:

Etherington, Sean Andrew

Ownership Type:

Direct Ownership

Securities:

Common Shares

Nature of Transaction:

30 - Acquisition or disposition under a purchase/ownership plan

# or value acquired/disposed of:

120

Price:

$15.15

News

Biz Brief

Sector: Financials	Industry: Investment Management & Fund Operators

Company Contact

Address:	15 York Street, 2Nd Floor TORONTO ON M5J 0A3
Tel:	1-416-6818779
Website:	https://www.cifinancial.com
IR:	See website

Key People

Darie P. Urbanky President, Chief Operating Officer	Kurt Macalpine Chief Executive Officer, Director	Amit Muni Chief Financial Officer, Executive Vice President
Manisha Burman Chief Human Resource Officer, Executive Vice President	Marc-Andre Lewis Executive Vice President, Chief Investment Officer	Julie Silcox Executive Vice President, Chief Marketing Officer
Edward D. Kelterborn Executive Vice President, Chief Legal Officer	Amarjit Anderson Chief Risk Officer

Business Overview

CI Financial Corp. is a diversified global asset and wealth management company operating primarily in Canada, the United States and Australia. The Company is engaged in the management and distribution of a range of financial products and services, including wealth management, insurance, and others. The Company operates through three segments: Asset Management, Canadian Wealth Management, and U.S. Wealth Management. The Asset Management segment includes CI Global Asset Management, which operates in Canada, and GSFM Pty Ltd., which operates in Australia. The Canadian Wealth Management segment includes the operations of CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, Northwood Family Office, CI Direct Investing and CI Investment Services. The U.S. Wealth Management segment includes Corient Private Wealth LLC, an integrated wealth management company providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients across the United States.

Financial Overview

For the fiscal year ended 31 December 2023, CI Financial Corp revenues increased 8% to C$2.63B. Net income decreased 98% to C$5M. Revenues reflect US wealth management segment increase of 38% to C$974.7M, Canada wealth management segment increase of 9% to C$876.5M, United States segment increase of 38% to C$985.3M, Canada segment increase of 5% to C$2.18B.

Employees:	2,300 as of Dec 31, 2022

Reporting Currency:	Canadian Dollars
Enterprise value:	$6,170M as of Dec 31, 2023
Annual revenue (TTM):	$2,627M as of Dec 31, 2023
EBITDA (TTM):	$722.81M as of Dec 31, 2023
Net annual income (TTM):	$5.02M as of Dec 31, 2023
Free cash flow (TTM):	$272.70M as of Dec 31, 2023
Net Debt Last Fiscal Year:	$3,630M as of Dec 31, 2023
Shares outstanding:	156,240,227 as of Jan 10, 2024
TTM: Trailing Twelve Months EBITDA: Earnings Before Interest, Taxes, Depreciation, & Amortization