Company: CI Financial Corp.

125 results found
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

New York-based RIA manages more than US$2.5 billion

  • By: IE Staff
  • March 11, 2021 March 11, 2021
  • 12:15
growing wealth

The company's assets increased dramatically following several acquisitions

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Deal for Segall Bryant & Hamill will double the size of CI's U.S. business

vintage microphones

Couple founded robo-advisor WealthBar in 2014

Close of businesswoman making announcement in paper trumpet

The deal for the Dallas-based RIA with US$4.7B in assets is CI's biggest in the U.S. so far

Business and financial report with laptop Accounting economic

Total wealth management assets reached a record level in the quarter

  • By: IE Staff
  • November 12, 2020 December 15, 2020
  • 12:48
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

Latest RIA acquisition adds US$2.7 billion in assets to CI’s wealth management business

  • By: IE Staff
  • November 11, 2020 November 11, 2020
  • 10:05
man opening curtain to reveal something

CEO Kurt MacAlpine says the move will enhance collaboration across CI’s investment organization

  • By: IE Staff
  • November 10, 2020 November 10, 2020
  • 12:51
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CEO says listing common shares on the NYSE “makes sense,” given CI’s rapid growth in the U.S.

  • By: IE Staff
  • November 5, 2020 November 5, 2020
  • 15:00
We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

Cincinnati-based RIA has US$450 million in AUM