CI Financial

Diversified wealth management firm.

HQ location

Toronto, Canada

Website

cifinancial.com

Launch date

1965

Employees

1001-5000 people

Market cap

Enterprise value

$6.6b

Share price

CAD31.69 CIX.TO

Recent deals

https://www.linkedin.com/company/ci-financial/

wealth management

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Date	Investors	Amount	Round
Apr 1999	N/A	€0.0	round
May 2023	N/A	€0.0	round
May 2024	N/A	€0.0	round
Sep 2024*	CIBC World Markets National Bank Financial Wealth Management TD Securities RBC Dominion Securities	$325m	Post IPO Debt
Total Funding		000k

Revenues, earnings & profits over time

CAD	2021	2022	2023	2024	2025	2026	2027
Revenues	0000	0000	0000	0000	0000	0000	0000
% growth	33 %	(11 %)	27 %	11 %	(7 %)	5 %	(10 %)
EBITDA	0000	0000	0000	0000	0000	0000	0000
% EBITDA margin	29 %	39 %	28 %	29 %	32 %	33 %	39 %
Profit	0000	0000	0000	0000	0000	0000	0000
% profit margin	15 %	12 %	-	(12 %)	6 %	7 %	7 %
EV	0000	0000	0000	0000	0000	0000	0000
EV / revenue	00.0x	00.0x	00.0x	00.0x	00.0x	00.0x	00.0x
EV / EBITDA	00.0x	00.0x	00.0x	00.0x	00.0x	00.0x	00.0x
R&D budget	0000	0000	0000	0000	0000	0000	0000

Source: Company filings or news article, Equity research estimates

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By Country

United States 18 Canada 5

By Industry

By Round

ACQUISITION 19 LATE VC 2 BUYOUT 1 SERIES A 1 SERIES B 1

Segall Bryant & Hamill

ACQUISITION by CI Financial Jan 2021

Camilion Solutions

RGT Wealth Advisors

ACQUISITION by CI Financial Nov 2020

Cabana Asset Management

ACQUISITION by CI Financial Jul 2020

Sentry Investments

ACQUISITION by CI Financial Aug 2017

Congress Wealth Management

ACQUISITION by CI Financial Jul 2020

ACQUISITION by CI Financial Sep 2020

ACQUISITION by CI Financial Nov 2020