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CI Financial Announces Earnings Conference Call and Webcast

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CI Financial Corp. (CIX, CIXX) is set to release its fourth-quarter financial results for fiscal 2020 on February 11, 2021. CEO Kurt MacAlpine and CFO Douglas Jamieson will lead a conference call at 9:00 a.m. ET, accessible via a webcast. CI manages approximately C$231 billion (US$182 billion) in client assets, providing asset and wealth management services across multiple platforms.

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  • CI manages approximately C$231 billion (US$182 billion) in client assets as of December 31, 2020.
  • The upcoming release of fourth-quarter results indicates ongoing transparency with investors.
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  • None.

CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) will release its financial results for the fourth quarter of the 2020 fiscal year on Thursday, February 11, 2021.

CI will hold a conference call with analysts that day at 9:00 a.m. Eastern Time, led by Chief Executive Officer Kurt MacAlpine and Chief Financial Officer Douglas Jamieson. The call and a slide presentation will be accessible through a webcast which can also be reached through the Upcoming Events section of the Investor Relations page on www.cifinancial.com. Alternatively, investors may listen to the discussion by dialing 1-866-248-8441 or 647-792-1241 (Passcode: 6228002).

A replay of the call will be available for one year following the presentation (Passcode: 6228002). The webcast will be archived in the Financials section of www.cifinancial.com.

About CI Financial

CI Financial Corp. is an independent company offering global asset management and wealth management advisory services. CI managed and advised on approximately C$231 billion (US$182 billion) in client assets as at December 31, 2020. CI’s primary asset management businesses are CI Global Asset Management (CI Investments Inc.) and GSFM Pty Ltd., and it operates in Canadian wealth management through Assante Wealth Management (Canada) Ltd., CI Private Counsel LP, Aligned Capital Partners Inc., CI Direct Investing (WealthBar Financial Services Inc.), and CI Investment Services Inc.

CI’s U.S. wealth management businesses consist of Balasa Dinverno Foltz LLC, Bowling Portfolio Management LLC, The Cabana Group, LLC, Congress Wealth Management, LLC, Doyle Wealth Management, LLC, One Capital Management, LLC, The Roosevelt Investment Group, LLC, RGT Wealth Advisors, LLC, Stavis & Cohen Private Wealth, LLC and Surevest LLC.

CI is listed on the Toronto Stock Exchange under CIX and on the New York Stock Exchange under CIXX. Further information is available at www.cifinancial.com.

This press release contains forward-looking statements concerning anticipated future events, results, circumstances, performance or expectations with respect to CI Financial Corp. (“CI”) and its products and services, including its business operations, strategy and financial performance and condition. Forward-looking statements are typically identified by words such as “believe”, “expect”, “foresee”, “forecast”, “anticipate”, “intend”, “estimate”, “goal”, “plan” and “project” and similar references to future periods, or conditional verbs such as “will”, “may”, “should”, “could” or “would”. These statements are not historical facts but instead represent management beliefs regarding future events, many of which by their nature are inherently uncertain and beyond management’s control. Although management believes that the expectations reflected in such forward-looking statements are based on reasonable assumptions, such statements involve risks and uncertainties. The material factors and assumptions applied in reaching the conclusions contained in these forward-looking statements include that the investment fund industry will remain stable and that interest rates will remain relatively stable. Factors that could cause actual results to differ materially from expectations include, among other things, general economic and market conditions, including interest and foreign exchange rates, global financial markets, changes in government regulations or in tax laws, industry competition, technological developments and other factors described or discussed in CI’s disclosure materials filed with applicable securities regulatory authorities from time to time. The foregoing list is not exhaustive and the reader is cautioned to consider these and other factors carefully and not to place undue reliance on forward- looking statements. Other than as specifically required by applicable law, CI undertakes no obligation to update or alter any forward-looking statement after the date on which it is made, whether to reflect new information, future events or otherwise.

FAQ

When will CI Financial release its fourth-quarter financial results?

CI Financial will release its fourth-quarter financial results on February 11, 2021.

What time is the CI Financial conference call scheduled?

The conference call is scheduled for 9:00 a.m. Eastern Time on February 11, 2021.

Who is leading the CI Financial conference call?

The conference call will be led by CEO Kurt MacAlpine and CFO Douglas Jamieson.

How much client assets does CI Financial manage?

CI Financial manages approximately C$231 billion (US$182 billion) in client assets.

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