CI Financial Corp. is a diversified wealth management firm and one of Canada’s largest investment fund companies. Independent and Canadian-owned, CI is committed to providing investors with a comprehensive and innovative selection of top-quality investment products and services.

Since it began managing money in 1965, CI has consistently anticipated and responded to the changing needs of Canadian investors. Starting with its expertise in the international mutual fund arena, CI has steadily enhanced and improved its lineup. CI is built on choice – offering the best possible choice in portfolio management expertise and in products and services. Today, CI has the broadest selection of investment funds in Canada.

In recent years, CI has grown dramatically with a number of acquisitions that have vaulted it to the forefront of our industry. These acquisitions have enhanced the breadth of CI’s product offerings and the scope of its business. CI operates primarily through these companies:

• CI Investments Inc. offers the industry’s broadest selection of investment funds and services under the CI, Cambridge, Harbour, Signature, Synergy, Portfolio Series, Portfolio Select Series and SunWise Elite Plus banners. CI Investments also provides a wide choice of leading portfolio management teams, representing investment styles ranging from value to growth. For further information, please visit www.ci.com.

• Assante Wealth Management (Canada) Ltd. is recognized as a leader in the financial planning industry with a national network of about 800 professional investment advisors. Assante Wealth Management's subsidiaries include Assante Capital Management Ltd. and Assante Financial Management Ltd. Assante advisors have exclusive access to the customized United Financial brand of solutions - Evolution Private Managed Accounts, Artisan Portfolios, Optima Strategy and Institutional Managed Portfolios - managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with sophisticated wealth planning needs, we offer our exclusive Private Client Managed Portfolios through the United Financial division of CI Private Counsel LP. For further information, please visit www.assante.com.

CI became a public company in June 1994, listing on the Toronto Stock Exchange. Effective January 1, 2009, CI converted from an income trust to a corporation. CI’s units are listed on the TSX under the symbol CIX.

Highlights

• Information about CI’s sales, assets and financial position is updated monthly and is available by going to the Statistics section.

• CI is the third-largest investment fund company in Canada and second-largest publicly traded fund company, ranked by assets under management.

• CI’s excellence in fund management has been recognized with 32 Canadian Investment Awards over the past nine years, including Analysts' Choice Investment Fund Company of the Year in 2006, 2007 and 2009.

• CI pays a monthly dividend of $0.06 per share, for a total annual dividend of $0.72.

• CI went public in June 1994 at a price per share of $1.375, adjusted for two-for-one splits in April 1998, January 2000 and November 2000. CI converted to an income trust on June 30, 2006, and returned to a corporate structure on January 1, 2009.

• CI’s major acquisitions were BPI Financial Corporation in 1999, Spectrum Investment Management Limited and Clarica Diversico Ltd. in 2002, Assante Corporation, Synergy Asset Management Inc. and Skylon Capital Corp. in 2003, IQON Financial Management Inc. and Synera Financial Services Inc. in 2004, and Rockwater Capital Corporation in 2007.

Board of Directors of CI Financial:
Ronald D. Besse, President, Besseco Holdings Inc.; Lead Director
G. Raymond Chang, President, G. Raymond Chang Ltd.; Director and Chairman of the Board (non-executive)
Paul W. Derksen, Corporate Director
William T. Holland, Chief Executive Officer, CI Financial; Director
Stephen T. Moore, Managing Director, Newhaven Asset Management Inc., Director
A. Winn Oughtred, Counsel, Borden Ladner Gervais LLP; Director
David J. Riddle, President, C-MAX Capital Inc.; Director

For more information about the mandate of the board and its various committees, please see the Corporate Governance section.

CI Financial Executive Team:
William T. Holland, Chief Executive Officer
Stephen A. MacPhail, President
Peter W. Anderson, Executive Vice-President; and Chief Executive Officer, CI Investments Inc.
David C. Pauli, Executive Vice-President and Chief Operating Officer
Douglas J. Jamieson, Senior Vice-President and Chief Financial Officer
Sheila A. Murray, Executive Vice-President, General Counsel and Secretary

Corporate Auditors:  Ernst & Young LLP

Fund Auditors:  PricewaterhouseCoopers LLP