CI Financial Management

Management Kriterienprüfungen 3/4

CI Financial CEO ist Kurt MacAlpine , ernannt in Sep 2019, hat eine Amtszeit von 5.17 Jahren. Die jährliche Gesamtvergütung beträgt CA$9.73M , bestehend aus 12.5% Gehalt und 87.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.35% der Aktien des Unternehmens, im Wert von $11.10M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.5 Jahre bzw. 6 Jahre.

Wichtige Informationen

Kurt MacAlpine

Geschäftsführender

CA$9.7m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts	12.5%
Amtszeit als Geschäftsführer	5.2yrs
Eigentum des Geschäftsführers	0.4%
Durchschnittliche Amtszeit des Managements	3.5yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder	6yrs

Jüngste Management Updates

Recent updates

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Kurt MacAlpine im Vergleich zu den Einnahmen von CI Financial verändert?
Datum	Gesamtvergütung	Gehalt	Unternehmensgewinne
Sep 30 2024	n/a	n/a	-CA$69m
Jun 30 2024	n/a	n/a	-CA$54m
Mar 31 2024	n/a	n/a	-CA$179m
Dec 31 2023	CA$10m	CA$1m	CA$5m
Sep 30 2023	n/a	n/a	CA$59m
Jun 30 2023	n/a	n/a	CA$86m
Mar 31 2023	n/a	n/a	CA$192m
Dec 31 2022	CA$7m	CA$1m	CA$300m
Sep 30 2022	n/a	n/a	CA$433m
Jun 30 2022	n/a	n/a	CA$462m
Mar 31 2022	n/a	n/a	CA$423m
Dec 31 2021	CA$11m	CA$1m	CA$409m
Sep 30 2021	n/a	n/a	CA$391m
Jun 30 2021	n/a	n/a	CA$477m
Mar 31 2021	n/a	n/a	CA$480m
Dec 31 2020	CA$6m	CA$800k	CA$476m
Sep 30 2020	n/a	n/a	CA$519m
Jun 30 2020	n/a	n/a	CA$527m
Mar 31 2020	n/a	n/a	CA$519m
Dec 31 2019	CA$5m	CA$267k	CA$538m

Vergütung im Vergleich zum Markt: KurtDie Gesamtvergütung ($USD6.92M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD6.50M).

Entschädigung vs. Einkommen: KurtDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.

Geschäftsführer

Kurt MacAlpine (42 yo)

5.2yrs

Amtszeit

CA$9,730,884

Vergütung

Mr. Kurt MacAlpine is Chief Executive Officer of Corient Private Wealth LLC from March 2022. He serves as CEO & Director at CI Financial Corp. (formerly known as CI Financial Income Fund) since September 1...

Führungsteam

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
Kurt MacAlpine	CEO & Director	5.2yrs	CA$9.73m	0.35% $ 11.1m
Amit Muni	Executive VP & CFO	3.5yrs	CA$2.28m	0.048% $ 1.5m
Marc-André Lewis	Executive VP	1.8yrs	CA$3.28m	0.021% $ 664.7k
Sean Etherington	EVP & Co-Head Canada Wealth	2.8yrs	CA$1.02m	0.022% $ 683.0k
Christopher Enright	EVP & Co-Head Canada Wealth	2.7yrs	CA$1.01m	0.61% $ 19.2m
Darie Urbanky	President	6.2yrs	CA$1.61m	0.078% $ 2.4m
Jason Weyeneth	Vice President of Investor Relations & Strategy	no data	keine Daten	keine Daten
Edward Kelterborn	Executive VP & Chief Legal Officer	5.8yrs	CA$1.16m	0.019% $ 597.3k
Murray Oxby	Vice President of Communications	no data	keine Daten	keine Daten
Julie Silcox	Executive VP & Chief Marketing Officer	no data	CA$1.32m	0.025% $ 802.9k
Manisha Burman	Executive VP & Chief Human Resources Officer	2.3yrs	keine Daten	0.010% $ 324.3k
Amarjit Anderson	Chief Risk Officer	4yrs	keine Daten	keine Daten

3.5yrs

Durchschnittliche Betriebszugehörigkeit

Erfahrenes Management: CIXX.FDas Führungsteam des Unternehmens gilt als erfahren (3.5 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
Kurt MacAlpine	CEO & Director	5.2yrs	CA$9.73m	0.35% $ 11.1m
William Holland	Independent Chairman & Lead Director	30.8yrs	CA$275.41k	8.4% $ 264.6m
Sarah Ward	Independent Director	2.8yrs	CA$190.33k	0.018% $ 554.8k
Paul Perrow	Independent Director	6.4yrs	CA$185.24k	0.27% $ 8.5m
William Butt	Independent Director	5.7yrs	CA$200.33k	0.18% $ 5.6m
Brigette Chang-Addorisio	Independent Director	6.4yrs	CA$185.24k	0.33% $ 10.5m

6.0yrs

Durchschnittliche Betriebszugehörigkeit

60yo

Durchschnittliches Alter

Erfahrener Vorstand: CIXX.FDie Vorstandsmitglieder gelten als erfahren (6 Jahre durchschnittliche Amtszeit).

CI Financial Management

Management Kriterienprüfungen 3/4

Wichtige Informationen

Jüngste Management Updates

CI Financial Corp., Annual General Meeting, Jun 26, 2024

CI Financial Corp. Announces Executive Changes

Chairman of the Board recently bought US$762k worth of stock

Insufficient new directors

Insufficient new directors

Chairman of the Board recently bought US$512k worth of stock

Recent updates

CI Financial to Delist from Toronto Stock Exchange Following Closing of the Transaction

CI Financial Corp. to Report Q3, 2024 Results on Nov 14, 2024

CI Financial Corp. to Report Q2, 2024 Results on Aug 08, 2024

CI Financial Corp. (TSX:CIX) announces an Equity Buyback for 5,000,000 shares, representing 3.3% for CAD 77.5 million.

CI Financial Corp. Announces Quarterly Dividend, Payable on October 15, 2024

CI Financial Corp. to Report Q1, 2024 Results on May 10, 2024

CI Financial Corp., Annual General Meeting, Jun 26, 2024

CI Financial Corp. Declares Quarterly Dividend, Payable on July 15, 2024

CI Financial Corp. to Report Q4, 2023 Results on Feb 23, 2024

CI Financial Corp. Announces Executive Changes

CI Financial Corp. (TSX:CIX) announces an Equity Buyback for CAD 100 million worth of its shares.

CI Financial Corp. (TSX:CIX) announces an Equity Buyback for CAD 100 million worth of its shares.

CI Financial Corp. Declares Quarterly Dividend, Payable on April 15, 2024

CI Financial Corp. to Report Q3, 2023 Results on Nov 09, 2023

CI Financial Corp. (TSX:CIX) signed an agreement to acquire Coriel Capital Inc.

CI Financial Corp. to Report Q2, 2023 Results on Aug 10, 2023

Audax Management Company, LLC and the management of Congress Wealth Management completed the acquisition of unknown minority stake in Congress Wealth Management, LLC from CI Financial Corp. (TSX:CIX).

Ci Financial Corp. Declares Quarterly Dividend, Payable on October 13, 2023

CI Financial Corp. to Report Q4, 2022 Results on Feb 24, 2023

CI Financial Confirms Intent to Voluntarily Delist from the NYSE and Deregister with the U.S. Securities and Exchange Commission

CI financial reports November AUM at an all time high

Upcoming dividend of CA$0.18 per share

Chairman of the Board recently bought US$762k worth of stock

Insufficient new directors

Third quarter 2022 earnings: EPS and revenues miss analyst expectations

CI Financial Corp. (TSX:CIX) acquired Inverness Counsel, LLC.

Third quarter 2022 earnings: EPS and revenues miss analyst expectations

CI Financial Corp. Declares Quarterly Dividend, Payable on April 14, 2023

CI Financial Non-GAAP EPS of C$0.7, revenue of C$513.6M

Insufficient new directors

CI Financial Corp. to Report Q3, 2022 Results on Nov 10, 2022

CI Financial's total assets slide to $245.2B in September vs. August

Chairman of the Board recently bought US$512k worth of stock

Insufficient new directors

CI Financial goes ex dividend tomorrow

Chairman of the Board recently bought US$132k worth of stock

Upcoming dividend of CA$0.18 per share

CI Financial assets totaled C$345.9B in August, down 0.8% from July

Chairman of the Board recently bought US$374k worth of stock

Chairman of the Board recently bought US$564k worth of stock

Chairman of the Board recently bought US$605k worth of stock

Second quarter 2022 earnings released: EPS: CA$0.82 (vs CA$0.58 in 2Q 2021)

CI Financial Corp. Declares Quarterly Dividend, Payable on January 13, 2023

CI Financial Non-GAAP EPS of C$0.78, revenue of C$566.6M

Chairman of the Board recently bought US$574k worth of stock

CI Financial reports $333.7B in prelim June total assets

CI Financial Corp. to Report Q2, 2022 Results on Aug 11, 2022

Upcoming dividend of CA$0.18 per share

President & COO recently bought US$125k worth of stock

First quarter 2022 earnings: EPS and revenues miss analyst expectations

CI Financial Corp. Declares Quarterly Dividend of $0.18 Per Share, Payable on October 14, 2022

Investor sentiment deteriorated over the past week

Chairman of the Board recently bought US$728k worth of stock

CI Financial Corp. to Report Q1, 2022 Results on May 12, 2022

CI Financial Corp., Annual General Meeting, Jun 22, 2022

Full year 2021 earnings: EPS misses analyst expectations

CI Financial Corp. (TSX:CIX) entered into an agreement to acquire Certain Assets of Eaton Vance WaterOak Advisors.

Insider recently bought US$46k worth of stock

Insider recently bought US$46k worth of stock

Upcoming dividend of CA$0.18 per share

Insider recently bought US$46k worth of stock

Insider recently bought US$46k worth of stock

Insider recently bought US$46k worth of stock

Independent Chairman of the Board recently bought US$791k worth of stock

Independent Chairman of the Board recently bought US$1.6m worth of stock

Full year 2021 earnings: EPS misses analyst expectations

CI Financial Corp. Declares Quarterly Dividend, Payable on July 15, 2022

CI Financial Corp. Announces Management Changes

Independent Chairman of the Board recently bought US$1.9m worth of stock