CI Financial Corp. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 13 Sep 2024 19:02:44 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png CI Financial Corp. – Investment Executive https://www.investmentexecutive.com 32 32 CI Financial asks rating agency to stop covering it https://www.investmentexecutive.com/news/industry-news/ci-financial-asks-rating-agency-to-stop-covering-it/ Fri, 13 Sep 2024 19:02:44 +0000 https://www.investmentexecutive.com/?p=492699 Toronto-based firm takes issue with methodology used by Morningstar DBRS, which downgraded it earlier this year

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CI buys two U.S.-based RIAs with $8.1B in combined assets https://www.investmentexecutive.com/news/industry-news/ci-buys-two-u-s-based-rias-with-8-1b-in-combined-assets/ Thu, 08 Aug 2024 19:38:30 +0000 https://www.investmentexecutive.com/?p=490687 Wealth management firms based in Florida and North Carolina serve ultra-high-net-worth clients

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DBRS downgrades CI ratings https://www.investmentexecutive.com/news/research-and-markets/dbrs-downgrades-ci-ratings/ Thu, 30 May 2024 20:50:40 +0000 https://www.investmentexecutive.com/?p=486779 Rating outlook remains negative as credit fundamentals weaken

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CI reports retail fund outflows of $1.3 billion in Q1 https://www.investmentexecutive.com/news/industry-news/ci-reports-retail-fund-outflows-of-1-3-billion-in-q1/ Fri, 10 May 2024 19:34:16 +0000 https://www.investmentexecutive.com/?p=485703 Firm posts $154.4-million loss as investors exit balanced funds, cash-like products

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CI Financial reports $63.5M loss in Q4 https://www.investmentexecutive.com/news/industry-news/ci-financial-reports-63-5m-loss-in-q4/ Fri, 23 Feb 2024 18:52:14 +0000 https://www.investmentexecutive.com/?p=480976 Firm announces bid to repurchase up to $85 million of its shares

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CI Financial’s Darie Urbanky will depart at the end of next year https://www.investmentexecutive.com/news/people/ci-financials-darie-urbanky-will-depart-at-the-end-of-next-year/ Thu, 21 Dec 2023 16:21:43 +0000 https://www.investmentexecutive.com/?p=477720 CIO Marc-AndrĂ© Lewis will become co-head of CI Global Asset Management as of Jan. 1

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CI Financial posts loss in third quarter https://www.investmentexecutive.com/news/industry-news/ci-financial-posts-loss-in-third-quarter/ Thu, 09 Nov 2023 16:40:59 +0000 https://www.investmentexecutive.com/?p=474908 The firm also saw net outflows of $465 million across its entire asset management segment

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CI Financial buys Montreal-based wealth manager Coriel Capital https://www.investmentexecutive.com/news/industry-news/ci-financial-buys-montreal-based-wealth-manager-coriel-capital/ Thu, 10 Aug 2023 18:28:28 +0000 https://www.investmentexecutive.com/?p=469868 The acquisition adds to CI's ultra-high-net-worth business

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CI Financial rebrands U.S. wealth business as Corient https://www.investmentexecutive.com/news/industry-news/ci-financial-rebrands-u-s-wealth-business-as-corient/ Tue, 01 Aug 2023 17:57:58 +0000 https://www.investmentexecutive.com/?p=469505 Toronto-based firm sold 20% stake in U.S. business in May

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CI Financial sells 20% stake in U.S. business https://www.investmentexecutive.com/news/industry-news/ci-financial-sells-20-stake-in-u-s-business/ Thu, 11 May 2023 17:19:19 +0000 https://www.investmentexecutive.com/?p=465385 Proceeds of $1.34-billion deal will pay down debt

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