Issuer

CI Financial Corp.

Funds & Investment Management Companies

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Summary

CI Financial Corp. is one of Canada's largest investment management companies offering global asset management and wealth management advisory services in Canada, the United States, and Australia. Its asset management investment solutions include mutual and segregated funds, exchange-traded funds (ETFs), and alternatives that are offered to retail and institutional clients. The products are primarily distributed through brokers, independent financial planners, and insurance advisors. Wealth management services are offered through a network of firms focused on ultra-high-net-worth and high-net-worth clients across Canada and the United States.

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