CI Financial Corp.

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2010	CI Investments and CI Financial press releases

February

CI Financial reports net sales of $346 million, asset growth of 2.0% in February (March 2, 2010)
CI Financial reports asset growth of 20% in 2009 (February 23, 2010)
CI Financial announces earnings conference call and webcast (February 19, 2010)
CI Financial reports sales and assets for January (February 2, 2010)

January

Sun Life Financial and CI Investments launch SunWise Elite Bundles (January 11, 2010)
CI Financial reports net sales of $1.5 billion in 2009 (January 4, 2010)

2009

December

CI Financial completes sale of Blackmont Capital (December 31, 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 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)

2008

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)

2007

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)


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