Insider Chart Past 6 Months
Technical Chart
Filings by transaction date
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Apr 05, 2024 (filed on Apr 05, 2024)Insider Name:CI Financial Corp.Ownership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:38 - Redemption, retraction, cancellation, repurchase# or value acquired/disposed of:-4,857,142Price:--
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Apr 05, 2024 (filed on Apr 05, 2024)Insider Name:CI Financial Corp.Ownership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:38 - Redemption, retraction, cancellation, repurchase# or value acquired/disposed of:4,857,142Price:$17.50
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Apr 04, 2024 (filed on Apr 05, 2024)Insider Name:Holland, William T.Ownership Type:Indirect OwnershipSecurities:Common SharesNature of Transaction:10 - Acquisition or disposition in the public market# or value acquired/disposed of:16,200Price:$16.70
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Mar 31, 2024 (filed on Apr 05, 2024)Insider Name:Ward, Sarah MaryOwnership Type:Direct OwnershipSecurities:Deferred Share UnitNature of Transaction:56 - Grant of rights# or value acquired/disposed of:3,026Price:$17.35
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Mar 31, 2024 (filed on Apr 05, 2024)Insider Name:Butt, William EmersonOwnership Type:Direct OwnershipSecurities:Deferred Share UnitNature of Transaction:56 - Grant of rights# or value acquired/disposed of:3,170Price:$17.35
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Mar 14, 2024 (filed on Mar 18, 2024)Insider Name:Holland, William T.Ownership Type:Indirect OwnershipSecurities:Common SharesNature of Transaction:10 - Acquisition or disposition in the public market# or value acquired/disposed of:23,400Price:$16.67
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Mar 12, 2024 (filed on Mar 13, 2024)Insider Name:Holland, William T.Ownership Type:Indirect OwnershipSecurities:Common SharesNature of Transaction:10 - Acquisition or disposition in the public market# or value acquired/disposed of:20,000Price:$16.83
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Mar 07, 2024 (filed on Mar 08, 2024)Insider Name:Holland, William T.Ownership Type:Indirect OwnershipSecurities:Common SharesNature of Transaction:10 - Acquisition or disposition in the public market# or value acquired/disposed of:20,000Price:$16.92
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Mar 06, 2024 (filed on Mar 07, 2024)Insider Name:Holland, William T.Ownership Type:Indirect OwnershipSecurities:Common SharesNature of Transaction:10 - Acquisition or disposition in the public market# or value acquired/disposed of:40,000Price:$16.91
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Mar 04, 2024 (filed on Mar 08, 2024)Insider Name:Zhang, YvetteOwnership Type:Direct OwnershipSecurities:Restricted Share UnitNature of Transaction:56 - Grant of rights# or value acquired/disposed of:4,449Price:$16.86
Filings by filing date
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Dec 31, 2023 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:782Price:$14.68
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Dec 31, 2022 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:692Price:$15.95
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Jan 26, 2022 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:35Price:$23.52
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Apr 20, 2022 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:42Price:$18.93
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Jul 20, 2022 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:56Price:$14.38
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Oct 21, 2022 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:62Price:$13.16
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Jan 19, 2023 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:120Price:$15.36
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Apr 17, 2023 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:138Price:$12.90
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Jul 17, 2023 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:111Price:$16.24
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Oct 16, 2023 (filed on Apr 18, 2024)Insider Name:Etherington, Sean AndrewOwnership Type:Direct OwnershipSecurities:Common SharesNature of Transaction:30 - Acquisition or disposition under a purchase/ownership plan# or value acquired/disposed of:120Price:$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: | 2,390 as of Dec 31, 2023 |
Reporting Currency: | Canadian Dollars |
Enterprise value: | $6,239M 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 |