December

• CI Financial completes sale of Blackmont Capital (December 31, 2009)
• 2009 Annual Distributions (December 18, 2009)
• CI Master Limited Partnership announces annual distribution to limited partners
  (December 18, 2009)
• CI Financial Corp. announces new debenture financing (December 11, 2009)
• CI Financial to sell capital markets operations to employees (December 3, 2009)
• CI Investments wins seven Canadian Investment Awards, including Equity Fund Manager of the Year for Eric Bushell (December 3, 2009)
• CI Financial reports asset growth of 2.8% in November (December 1, 2009)

November

• CI Investments announces a new high-yield solution for income investors (November 13, 2009)
• CI Financial reports third quarter results; dividend rate increased 20% (November 10, 2009)
• CI Financial announces earnings conference call and webcast (November 4, 2009)
• CI Financial reports net sales of $191 million in October (November 2, 2009)

October

• CI Financial announces the sale of Blackmont Capital (October 17, 2009)
• CI Financial reports net sales of $35 million in September (October 1, 2009)

September

• Steven Donald appointed CEO of Assante Wealth Management (September 17, 2009)

August

• CI Investments completes fund mergers (August 17, 2009)
• CI Financial reports second quarter results; pre-tax operating earnings up 14% (August 11, 2009)
• CI Financial announces earnings conference call and webcast (August 4, 2009)
• CI Financial reports net sales of $159 million in July (August 4, 2009)

July

• CI Financial reports net long-term fund sales of $500 million in June (July 2, 2009)

June

• Independent Review Committee Report to Securityholders as of March 31, 2009 (June 30, 2009)
• CI Investments announces fund mergers, other changes (June 11, 2009)
• CI Financial's assets grow $4.4 billion in May (June 1, 2009)

May

• CI Financial comments on annual meeting (May 29, 2009)
• Sun Life Financial and CI Investments announce changes to segregated fund products (May 27, 2009)
• CI Financial renews normal course issuer bid (May 27, 2009)
• CI Financial reports first quarter results; dividend rate increased 25% (May 12, 2009)
• CI Financial announces earnings conference call and webcast (May 8, 2009)
• CI Investments launches CI Institutional Asset Management (May 5, 2009)
• CI Financial posts asset growth of $2.9 billion in April (May 1, 2009)

April

• CI Investments announces the completion of the public offering of Trident Performance Corp. II
  (April 27, 2009)
• CI Financial assets under management grow 5.5% in March
  (April 1, 2009)

March

• Independent Review Committee Report to Securityholders as of December 31, 2008
  (March 19, 2009)
• Harmonized sales tax would be a massive hidden tax on savings (March 13, 2009)
• CI Financial to acquire Perimeter Financial (March 10, 2009)
• Harmonized sales tax would be a massive hidden tax on savings (March 10, 2009)
• CI Financial reports net sales of $217 million in February (March 2, 2009)

February

• CI Financial reports financial results for 2008; Posts sales of $11.6 billion (February 24, 2009)
• CI Financial's Consolidated Financial Statements and Management’s Discussion and Analysis (February 24, 2009)
• CI Financial announces earnings conference call and webcast (February 17, 2009)

January

• CI Financial reports sales and assets for January (January 31, 2009)
• 2008 Distribution Tax Information (January 28, 2009)
• CI Financial announces notice of intention to continue a normal course issuer bid
  (January 14, 2009)
• Instructions and forms relating to CI's conversion to a corporation (January 8, 2009)
• CI Financial posts net sales of $1.8 billion in 2008 (January 5, 2009)
• CI Financial Income Fund completes conversion to a corporation (January 2, 2009)
• TFSA - A new way to save (January 2, 2009)

December

• Year-End Statement and Tax Receipt Mailing Schedule (December 30, 2008)
• 2008 Annual Distributions (December 30, 2008)
• CI Financial receives court approval for conversion plan (December 22, 2008)
• CI Financial unitholders approve corporate conversion, rights plan (December 19, 2008)
• CI Master Limited Partnership announces annual distribution to limited partners
  (December 17, 2008)
• CI Financial receives sufficient proxies to proceed with conversion to a corporation
  (December 17, 2008)
• CI Financial Income Fund announces "bought deal" financing (December 17, 2008)
• CI Financial Income Fund updates securityholders on proposed changes to tax legislation in connection with previously announced conversion (December 10, 2008)
• Documents relating to CI Financial's plan to convert to a corporation (December 1, 2008)
• CI Investments and KBSH Capital Management announce changes to their institutional investment teams (December 1, 2008)
• CI Financial reports net sales of $140 million for November (December 1, 2008)
• Signature Report (December1, 2008)

November

• CI Financial reports third quarter results; net sales of $1.8 billion for the nine months ended September 30, 2008 (November 11, 2008)
• CI Financial reports sales and assets for October (November 4, 2008)

October

• CI Financial announces adoption of Unitholder Rights Plan (October 21, 2008)
• CI Financial to convert to a corporation (October 15, 2008)
• CI Investments money market funds offer capital preservation and liquidity (October 14, 2008)
• CI Financial comments on the Sun Life / Scotiabank transaction (October 6, 2008)
• CI Financial reports $152 million in net sales for September (October 2, 2008)

September

• Tax Free Savings Accounts - A new way to save (September 16, 2008)
• CI Financial reports sales and assets for August (September 2, 2008)

August

• Skylon Big Five Barrier Return of Capital Note Securities offer tax-efficient payments and exposure to the Canadian banks (August 26, 2008)
• CI Financial issues statement (August 22, 2008)
• New deposit note by Scotiabank and CI Investments offers double the exposure with principal protection (August 20, 2008)
• CI Financial reports second quarter results; year-to-date net sales of $1.6 billion (August 14, 2008)
• Quarterly Earnings conference call and webcast (August 14, 2008)
• CI Financial reports sales and assets for July (August 1, 2008)

July

• CI Investments announces fund name changes (July 14, 2008)
• June 30th Statement Mailing Schedule (July 10, 2008)
• Staying the course in challenging markets (July 4, 2008)
• CI Financial reports best June net sales ever, with $442 million (July 2, 2008)

June

• Independent Review Committee Report to Securityholders (June 13, 2008)
• New deposit note by Scotiabank and CI Investments offers double the exposure with principal protection (June 2, 2008)
• CI Financial reports $265 million in net sales and 2.6% asset growth for May (June 2, 2008)

May

• CI Financial renews normal course issuer bid (May 27, 2008)
• CI Financial announces intention to renew normal course issuer bid (May 23, 2008)
• CI Financial Income Fund Annual Meeting (May 20, 2008)
• CI Financial reports first quarter results, fee-earning assets now exceed $103 billion (May 20, 2008)
• CI Financial reports first quarter results, fee-earning assets now exceed $103 billion (May 13, 2008)
• CI Financial First Quarter Report - March 31, 2008 (May 13, 2008)
• CI Financial announces earnings conference call and webcast (May 7, 2008)
• CI Financial assets up $2.3 billion or 3.6% in April (May 1, 2008)

April

• Two CI funds win Lipper Awards (April 7, 2008)
• CI Financial reports $452 million in net sales in March (April 1, 2008)

March

• Staying the course in challenging markets (March 17, 2008)
• SunWise Elite Plus from Sun Life Financial and CI Investments to offer guaranteed income for life (March 06, 2008)
• CI Financial reports net sales of $513 million in February (March 03, 2008)

February

• CI Investments announces the completion of the public offering of Trident Performance Corp. (February 26, 2008)
• CI Financial reports results for 2007, earnings increase 32% (February 20, 2008)
• Management’s Discussion and Analysis (December 31, 2007) (February 20, 2008)
• Consolidated Financial Statements (December 31, 2007) (February 20, 2008)
• CI Financial announces earnings conference call and webcast (February 14, 2008)
• CI Financial reports sales and assets for January (February 1, 2008)

January

• CI Financial announces 2008 distribution policy (January 23, 2008)
• Staying the course in challenging markets (January 22, 2008)
• Sheila A. Murray joins CI Financial Income Fund as Senior Vice-President and General Counsel (January 10, 2008)
• Year-End Statement and Tax Receipt Mailing Schedule (January 9, 2008)
• Alan Radlo joins CI Investments to manage the Cambridge Funds (January 7, 2008)
• CI Financial reports sales and assets for 2007 (January 3, 2008)

December

• CI Financial update on Normal Course Issuer Bid (December 21, 2007)
• 2007 Annual Distributions (December 20, 2007)
• CI Financial 2007 distribution tax information (December 17, 2007)
• CI Financial announces record dates for distributions (December 17, 2007)
• CI Financial reports assets and sales for November (December 4, 2007)

November

• CI Investments named Analysts' Choice Investment Fund Company of the Year for a second consecutive year (November 30, 2007)
• New deposit notes by Société Générale (Canada) and CI Investments offer accelerated growth potential with principal protection (November 14, 2007)
• CI Financial reports third quarter results, fee-earning assets up 27% (November 6, 2007)
• CI Financial reports assets and sales for October (November 1, 2007)

October

• CI Financial announces earnings conference call and webcast (October 30, 2007)
• CI Financial Income Fund announces that it was not able to meet target for circular for DundeeWealth Inc. (October 26, 2007)
• CI Investments offers Canadian investors true tax efficiency with T-Class (October 15, 2007)
• CI Financial reports sales and assets for September (October 1, 2007)
• CIX Split Corp. Announces Distribution for Month Ending October 31, 2007 (October 1, 2007)
• Sterling's World Report (October, 2007)

September

• CI Financial Income Fund announces that it continues to be prepared to make a supported offer to acquire DundeeWealth Inc. at a 52% premium (September 26, 2007)
• CI Financial Income Fund Announces Intended Offer to Acquire DundeeWealth Inc. at a 52% Premium (September 24, 2007)
• New principal-at-risk notes by Bank of Montreal and CI Investments offer tax-efficient income potential, low-cost exposure to three award-winning funds (September 11, 2007)
• CI Investments announces the launch of The Bank of Nova Scotia - CI Performer™ Deposit Notes, Series 2 (September 10, 2007)
• CI Financial reports sales and assets for August (September 4, 2007)
• Sterling's World Report (September 2007)

August

• CI Deposit Notes currently available (August 27, 2007)
• Staying the course in challenging markets (August 17, 2007)
• A message about CI's money market funds (August 15, 2007)
• CI Financial reports second quarter results, increases distribution (August 2, 2007)
• CI Financial Second Quarter Report - June 30, 2007 (August 2, 2007)
• Sterling's World Report (August, 2007)

July

• Portfolio managers’ comments on recent market volatility (July 25, 2007)
• CI Investments appoints KBSH as portfolio advisor to three multi-manager funds (July 20, 2007)
• CIBC CI M.A.X. Deposit Notes(TM), Series 9, ROC (Return of Capital), maximize returns with tax-efficient monthly distributions and leveraged growth potential (July 16, 2007)
• CI Investments announces exercise of over-allotment option of CIX Split Corp. (July 10, 2007)
• CI Investments announces the launch of CIBC CI Enhanced Return Notes, Series 1, providing the opportunity for enhanced exposure to Signature Income & Growth Fund (July 4, 2007)
• CI Financial reports sales and assets for June (July 3, 2007)

June

• CI Financial announces private placement of trust units (June 22, 2007)
• CI Global Opportunities II Fund announces upcoming scheduled termination date (June 20, 2007)
• CI Investments announces completion of $50 million offering of CIX Split Corp. (June 19, 2007)
• Instructions and Election Form for acquisition of Rockwater (June 18, 2007)
• CI Financial reports strong net sales and record assets for May (June 1, 2007)

May

• CIBC CI M.A.X. Deposit Notes(TM), Series 8, ROC, maximize return through tax-efficient monthly distributions and leveraged growth potential (May 31, 2007)
• Annual and Special Meeting of Unitholders - replay (May 25, 2007)
• CI Financial renews normal course issuer bid (May 25, 2007)
• CI Financial announces acquisition of Rockwater (May 14, 2007)
• CI Financial reports first quarter results, Fee-earning assets hit $100 billion (May 10, 2007)
• CI Financial First Quarter Report - March 31, 2007 (May 10, 2007)
• CI Financial announces details of conference call, annual meeting (May 4, 2007)
• CIX Split Corp. to offer tax-efficient exposure to CI Financial Income Fund (May 8, 2007)

April

• CI Financial reports sales and record asset levels for April (April 30, 2007)
• Sun Life Financial and CI Investments launch SunWise Elite Plus guaranteed retirement income product (April 16, 2007)
• CI Financial Annual Report - Year ending December 31, 2006 (April 9, 2007)
• Sterling's World Report (April, 2007)

March

• New deposit notes from The Bank of Nova Scotia and CI Investments offer income and growth potential with principal protection (March 27, 2007)
• CI Investments announces the launch of Signature Global Income & Growth Fund (March 2, 2007)
• CI Financial reports sales and assets for February (March 1, 2007)

February

• CI portfolio managers’ comments on recent market volatility (February 28, 2007)
• 2006 CI Financial distribution tax information (February 28, 2007)
• CI Financial operating profit up 13% (February 13, 2007)
• CI Financial Income Fund to acquire Rockwater Capital Corporation
  (February 12, 2007)
• CI Financial to hold conference call and webcast on financial results (February 7, 2007)
• CI Financial reports record assets for January (February 1, 2007)

January

• Year-End Statement and Tax Receipt Mailing Schedule (January 24, 2007)
• CI Deposit Notes currently available (January 15, 2007)
• CI Financial reports net sales and record assets for 2006 (January 2, 2007)