CI Financial Corp. is a publicly owned asset management holding company. Through its subsidiaries, the firm manages separate client focused equity, fixed income, and alternative investments portfolios. It also manages mutual funds, hedge funds, and fund of funds for its clients through its subsidiaries. The firm was founded in 1965 and is based in Toronto, Canada with additional offices in Vancouver, Canada; Calgary, Canada; and Montreal, Canada.

CI Financial Corp.

CrossLend offers innovative Portfolio Management and Securitisation technology for the digital lending space. The technology enables faster, data-driven decisions in the private debt sector.

CrossLend

Maxam Capital Management provides investment management services. The company is self-described as having a focus on client relationships and investment strategies.

Maxam Capital Management

CI Financial is a financial services company that focuses on investment management and wealth management services.

CI Financial

CI Private Wealth Canada

CI Assante Wealth Management

CI Direct Investing

CI Global Asset Management

CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.

Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. 

You can find job postings for all CI Financial companies on this page.

And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing. 

This week at CI Financial, we hosted the "Optimize Your Social Media Presence" session as part of our Professional Development series.
Our team gained valuable insights, networked with peers, and even upgraded their LinkedIn profiles with fresh professional headshots!
A big thank you to everyone who participated. Let’s continue to elevate our professional presence! 
#CISocial #ProfessionalDevelopment #LinkedIn #Networking #lifeatci

We had the honour of hosting an inspiring networking evening with the Ivey Women in Asset Management. Over 30 students from the program joined us along with our leadership teams for a fantastic event CI Financial. Looking forward to more opportunities to connect and grow together! #Networking #WomenInAssetManagement #IveyBusinessSchool #CIFinancial #lifeatci

Yesterday, we announced that our total assets as at August 19, 2024 were $511.3 billion. Read more: https://ow.ly/4ahn50T2jYO

This week CI Financial, welcomed some of our talented students to open the market at the TMX Group for CI's ETF launches and the CBOE Market for the launch of the CI Global Short-Term Bond Fund
Moments like these highlight the importance of investing in the next generation of financial professionals. Together, we're building a brighter future!
#FutureLeaders #TeamSpirit #InvestingInYouth #CIFinancial #TMX #MarketOpening #CelebratingSuccess #lifeatci

Today, we announced the financial results for the second quarter of 2024, Read more: https://ow.ly/k20950STTjW

CI Financial is thrilled to celebrate Kambiz Vatan-Abadi, Chief Innovation Officer and President of CI Direct Investing, who has been honoured with the Experiential Education Partnership Award from the Schulich Centre for Career Design (CCD)!
We have forged a strong partnership with the Schulich School of Business - York University over the years, engaging in numerous experiential education initiatives. In the recent two years alone, we've collaborated with 35 MBAN and MMAl students on consulting projects, which have led to multiple new team members joining our ranks. Additionally, we've co-hosted four significant educational events alongside esteemed partners such as Deloitte, Google, and MeetAmi, exploring the intersections of finance and technology.
 
Kambiz's role has been instrumental throughout this partnership. Serving as a member of the Tech MBA Advisory Council, a mentor, and an instructor, he has been a driving force behind the success of Schulich students. His leadership in steering CI Financial's digital transformation since 2019 has been recognized with the 2022 Digital Transformation Award in Canada.
 
We take immense pride in our collaborative efforts with Schulich and our mutual dedication to offering impactful experiential education opportunities.
 
Congratulations to Kambiz Vatan-Abadi on this remarkable achievement! #CIFinancial #Innovation #ExperientialEducation #Schulich #TechMBA #DigitalTransformation #AwardWinner #lifeatci

Metric
Company Name	CI Financial Corp.	CrossLend	Maxam Capital Management
Symbol	CIX
MSH ID	COM:CIFINANCIAL	COM:CROSSLEND	COM:MAXAMCM
Market	STOCKS	PRIVATE	PRIVATE
Sector	Financial Services	Financial Services & Finance	Financial Services & Finance
Industry	Asset Management	FinTech	Investment Management
Country	CA	DE	CA
Stage
Employee Count	2.42K
Website	cifinancial.com	crosslend.com	maxamcm.com
LinkedIn	ci-financial		maxamcap
Founders

Metric
Market Cap	1.66B
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue	2.27B
Revenue (LTM)
Revenue (NTM)
Gross Profit	1.49B
EBITDA	542.76M
Operating Income	397.32M
Net Income	3.55M
EPS	0.02
Diluted EPS	0.02
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.78
Operating Profit Margin	0.21
EBITDA Margin	0.24
Net Profit Margin	0.00
Return on Equity	0.00
Return on Assets	0.00
Return on Capital Employed	0.12

COM:CIFINANCIAL

CI Financial

Last Close

23.95

22/11 21:00

Market Cap

2.35B

Beta: -

Volume Today

157.21K

Avg: -

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	43.77
P/B Ratio	2.12
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	1.04
EV Multiple	-1.42

Metric
Days Sales Outstanding	56.42
Days Payables Outstanding	1.20K
Days Inventory Outstanding	0.00
Operating Cycle	63.40
Cash Conversion Cycle	-97.45
Asset Turnover	0.29

Metric
Operating Cash Flow	317.90M
Free Cash Flow	272.18M
Cash Flow to Debt	0.09
Operating Cash Flow/Sales	0.16
Free Cash Flow Yield	0.16

Metric
Cash & Equivalents	856.22M
Accounts Receivable
Inventory
Goodwill	3.09B
Debt to Capitalization	0.86
Debt to Assets	0.35
Current Ratio	0.35
Quick Ratio	0.34

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.01
R&D to Revenue
SG&A to Revenue