CI Financial Will Hold Its Annual General Meeting on June 26, 2024

TORONTO – CI Financial Corp. (“CI”) (TSX: CIX) today announced that it will hold its annual meeting of shareholders on June 26, 2024 at 2:00 p.m. EDT.

The meeting will be held in an all-virtual format via live audio webcast. Shareholders, analysts and the public can attend the meeting in real time. Shareholders may submit questions and vote on a number of important matters beginning at the close of business on May 9, 2024, by following the instructions in the Management Information Circular.

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The invitation to the meeting and the management information circular will be sent to shareholders in mid-May. Instructions for accessing the webcast and voting at the virtual meeting will also be posted on CI’s investor relations website, when available. In accordance with securities legislation, the call and management information circular will be available on the website and at www.sedarplus.ca.

About CI Financial

CI Financial is a diversified global asset management firm operating primarily in Canada, the United States and Australia. Founded in 1965, CI Financial has developed world-class portfolio management talent, comprehensive capabilities in all aspects of wealth planning and a comprehensive product suite. CI Financial manages, advises and manages approximately $465.9 billion in client assets (as of February 29, 2024). CI Financial operates in three segments:

Asset Management, which includes CI Global Asset Management based in Canada and GSFM Funds Management based in Australia.
Canadian Wealth Management, which includes the operations of CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, Northwood Family Office, Coriel Capital, CI Direct Investing and CI Investment Services.
US Wealth Management, which includes Corient Private Wealth, an integrated wealth management firm that provides comprehensive solutions to ultra-high net worth and high net worth clients in the United States.

CI is headquartered in Toronto and listed on the Toronto Stock Exchange (TSX: CIX). To learn more, visit CI’s website or LinkedIn page.

CI Global Asset Management is a registered name of CI Investments Inc., a wholly owned subsidiary of CI Financial Corp.

This press release contains forward-looking statements regarding expected future events, results, circumstances, performance or expectations regarding CI Financial Corp. (“CI”) and its products and services, including its operations, strategy and financial performance and condition. Forward-looking statements can typically be identified by words such as “believe,” “expect,” “anticipate,” “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 rather management’s beliefs regarding future events, many of which 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 used in reaching the conclusions in these forward-looking statements include that the mutual 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, but are not limited to, general economic and market conditions, including interest and foreign exchange rates, global financial markets, changes in government regulations or tax laws, industry competition, technological developments and other factors , which are described or discussed in CI’s disclosure materials filed from time to time with applicable securities regulatory authorities. The foregoing list is not intended to be exhaustive and the reader is cautioned to consider these and other factors carefully and not to place undue reliance on any forward-looking statements. Except as expressly required by applicable law, CI undertakes no obligation to update or revise any forward-looking statements after the date they are made, whether to reflect new information, future events or otherwise.