Communiqués

13/08/25 CI Financial and Mubadala Capital Announce Completion of Take-Private Transaction by Mubadala Capital BU
05/08/25 CI Financial Reports Financial Results for the Second Quarter of 2025 BU
29/07/25 CI Financial Announces Expected Closing Date for Take-Private Transaction with Mubadala Capital BU
14/05/25 CI Financial Reports Financial Results for the First Quarter of 2025 BU
07/05/25 Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors BU
16/04/25 CI Global Asset Management Launches Solana ETF with 0% Management Fee for First Three Months BU
25/03/25 CI Financial : 2024 Annual Information Form PU
28/02/25 CI Financial Reports Financial Results for the Fourth Quarter of 2024 BU
12/02/25 CI Financial Obtains Shareholder Approval for Plan of Arrangement with Mubadala Capital BU
06/02/25 Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-Based RIA with Approximately $600 Million in Assets Under Management BU
15/01/25 Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities BU
10/01/25 CI Financial Announces Filing and Mailing of Circular for Special Meeting to Approve Plan of Arrangement with Mubadala Capital BU
06/01/25 CI Financial Announces Receipt of Interim Court Order and Addition of Holdco Alternative to Plan of Arrangement with Mubadala Capital BU
30/12/24 CI Global Asset Management Announces Confirmed Annual Reinvested Capital Gains Distributions for CI ETFs BU
30/12/24 CI Financial Reports Total Assets of $532.7 Billion for November 2024 BU
17/12/24 Corient to Acquire H.M. Payson, Maine’s Largest Registered Investment Advisor BU
03/12/24 CI Financial Named a Top Employer for 2025 BU
28/11/24 CI Financial Reports Total Assets of $525.3 Billion for October 2024 BU
25/11/24 Mubadala Capital to Take CI Financial Private via Premium, All-Cash Offer BU
14/11/24 CI Financial Reports Record Financial Results for the Third Quarter BU
01/11/24 CI Financial Announces Third Quarter Earnings Conference Call and Webcast BU
18/10/24 CI Financial Reports Total Assets of $518.1 Billion for September 2024 BU
04/10/24 CI Financial Corp. Announces Final Results of Substantial Issuer Bid BU
04/10/24 CI Financial Corp. Announces Preliminary Results of Substantial Issuer Bid BU
20/09/24 CI Financial Mails Notice of Variation in Connection with Substantial Issuer Bid BU
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