Company: CI Financial Corp.

136 results found
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CI’s CEO says firm is still in the early stage of its new strategy

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Toronto-based firm manages $2.2 billion in assets for HNW and UHNW clients

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Firm also takes a minority stake in alternative asset manager

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Gofen and Glossberg, LLC offers customized investment, planning services to HNW clients

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The Detroit- and New York-based firm is CI's latest U.S. acquisition

  • By: IE Staff
  • November 2, 2021 November 2, 2021
  • 14:27

The Seattle-based RIA is CI's first office in the Pacific Northwest

  • By: IE Staff
  • October 21, 2021 October 21, 2021
  • 11:10
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Toronto-based firm has acquired or made deals for 21 U.S. wealth firms since last year

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

The deal is the latest in a string of purchases that will bring the firm's U.S. assets to US$68 billion

  • By: IE Staff
  • June 28, 2021 June 28, 2021
  • 12:29
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The move will officially retire CI’s legacy boutique investment brands

  • By: IE Staff
  • June 24, 2021 June 24, 2021
  • 15:04
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The firm's assets under management continued to grow in the first quarter