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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
CI Financial
CI Financial (CIX) investor relations material
CI Financial has been acquired
CI Financial Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary14 Nov, 2025
Executive summary
Completed privatization by Mubadala Capital in August 2025, with CI becoming a wholly owned subsidiary and receiving $823 million equity injection, used to repay credit facility.
Significant acquisitions in Q3 include Stonehage Fleming and Stanhope Capital, adding over US$214 billion in client assets, expected to close in H1 2026.
Amalgamation of CI and Accelerate Holdings Corp. completed, with new CI continuing as the surviving entity.
Financial highlights
Total AUM and client assets reached $604.8 billion at September 30, 2025, up 17% year-over-year.
Net loss attributable to shareholders was $311.5 million for Q3 2025, compared to a net loss of $27.6 million in Q3 2024 and net income of $141.8 million in Q2 2025.
Adjusted EBITDA attributable to shareholders was $287.0 million, up from $270.5 million in Q3 2024 and $256.3 million in Q2 2025.
Adjusted EBITDA margin was 40.5% in Q3 2025.
Adjusted net revenue was $832.5 million, up from $754.9 million in Q3 2024.
Outlook and guidance
Acquisitions and equity contributions are expected to further strengthen the global wealth management platform.
Stonehage Fleming and Stanhope Capital acquisitions are anticipated to close in the first half of 2026, expanding global reach.
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Latest events from CI Financial
- Q2 2025 delivered $141.8M net income, $304.3M adjusted EBITDA, and $551B in AUM.CIX
Q2 2025 - Record adjusted EPS, EBITDA, and assets highlight robust U.S. growth and strong capital returns.CIXQ3 2024
- Record Q2 earnings, $176.4M net income, and assets above $500B led by U.S. Wealth growth.CIXQ2 2024
- Adjusted net income hit $140.7M as assets grew 15%; Mubadala deal closing expected Q3 2025.CIXQ1 2025
- Adjusted net income rose to $563M in 2024, with AUM reaching $529B and privatization pending.CIXQ4 2024
CI Financial
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Frequently asked questions
CI Financial Corp offers wealth management and asset management services. Its operations include investment advisory, portfolio management, and financial planning for individual and institutional clients across Canada and the United States. It is headquartered in Toronto, Canada, and its shares are listed on the TSX.