CI Financial Corp. is a diversified wealth management firm and Canada’s third-largest investment fund company. Independent  and Canadian-owned, CI provides a comprehensive selection of top-quality investment products and services. CI has two  million clients and manages or administers approximately $105 billion in assets (as at March 31, 2013). CI operates primarily  through subsidiaries CI Investments Inc. and Assante Wealth Management (Canada) Ltd. CI Investments offers the industry’s broadest selection of investment funds under the CI, Black Creek, Cambridge, Harbour,  Red Sky, Signature, Synergy, Portfolio Series, Portfolio Select Series and Sun Wise  Essential Series 2 banners. Assante Wealth Management provides financial advisory services through a national network of 750 professional fi nancial  advisors. Stonegate Private Counsel, a division of CI Private Counsel LP, provides wealth planning services to high net worth  individuals and families. CI’s other businesses include Perimeter Markets Inc., which operates alternative marketplaces for trading Canadian fi xed- income products under the CBID brand. CI also owns interests in Altrinsic Global Advisors, LLC, a global investment manager  based in Greenwich, Connecticut, and in Toronto-based alternative asset managers Red Sky Capital Management Ltd. and  Lawrence Park Capital Partners Ltd. 1