- CI Financial reported total assets amounting to C$532.7 billion as of November 2024, marking a 1.4% increase.
- Asset distribution includes C$140.1 billion in asset management.
- Canadian wealth management assets accounted for C$103.2 billion.
- The company held C$34.5 billion in Canadian custody assets.
- U.S. wealth management assets were reported at C$254.9 billion.
- Market opinions on CI Financial include 1 buy recommendation, 3 hold recommendations, and 1 sell recommendation.
A look at CI Financial Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 2 | |
| Resilience | 2 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
CI Financial Corporation, a wealth management firm specializing in investment funds, is positioned for a positive long-term outlook based on Smartkarma Smart Scores. With a high Momentum score of 5, CI Financial demonstrates strong potential for future growth and performance. Additionally, the company receives moderate scores across Value, Dividend, Growth, and Resilience factors, indicating a stable and promising investment opportunity in the wealth management sector.
CI Financial, known for its diverse range of mutual funds, industry-specific funds, and other investment products, stands out for its robust momentum score, reflecting investor confidence and market dynamics favoring the company’s growth trajectory. While areas such as Value, Growth, and Resilience show room for improvement, CI Financial‘s overall Smart Scores suggest a well-rounded approach to wealth management and investment services, positioning it favorably for long-term success and value creation.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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