Company: CI Financial Corp.

138 results found
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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

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Amit Muni will replace Doug Jamieson

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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

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

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Couple founded robo-advisor WealthBar in 2014

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

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Total wealth management assets reached a record level in the quarter

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