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CI Financial Corp CIXX

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1-Star Price

PREMIUM

5-Star Price

PREMIUM

Economic Moat

PREMIUM

About Quantitative Ratings

Morningstar Quantitative ratings for equities (denoted on this page by) are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies withratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating. Click here for more on how to use these ratings.

Company Profile

Business Description

CI Financial is a diversified provider of wealth management products and services, primarily in the Canadian market. The company had CAD 136.4 billion in fund assets under management, and another CAD 100.0 billion in assets under advisement, at the end of February 2021, making it one of the largest nonbank affiliated asset managers in Canada. The company operates primarily through CI Global Asset Management, which offers a broad selection of investment funds, and Assante Wealth Management and CI Private Wealth, which provide financial advice through a network of advisors.

Contact
2 Queen Street East, Twentieth Floor
Toronto, ON, M5C 3G7, Canada
T +1 416 364-1145
Sector Financial Services
Industry Asset Management
Most Recent Earnings Mar 31, 2021
Fiscal Year End Dec 31, 2021
Stock Type —
Employees 2,079

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