CI’s CEO says firm is still in the early stage of its new strategy
Toronto-based firm manages $2.2 billion in assets for HNW and UHNW clients
Firm also takes a minority stake in alternative asset manager
Gofen and Glossberg, LLC offers customized investment, planning services to HNW clients
The Detroit- and New York-based firm is CI's latest U.S. acquisition
The Seattle-based RIA is CI's first office in the Pacific Northwest
Toronto-based firm has acquired or made deals for 21 U.S. wealth firms since last year
The deal is the latest in a string of purchases that will bring the firm's U.S. assets to US$68 billion
The move will officially retire CI’s legacy boutique investment brands
The firm's assets under management continued to grow in the first quarter