Company: CI Financial Corp.

147 results found
Close up of Business people shaking hands, finishing up meeting, business etiquette, congratulation, merger and acquisition concept

Adams Street Partners will offer CI's clients access to private equity and private debt investments

eavy clouds bringing thunder, lightnings and storm

Reports on sales and assets offer initial glimpse of industry impact

Flat Illustration concept customer rating on tablets

ETFs that hold quality companies — those with a history of consistent profitability, strong free cash flow and low debt levels — can inject optimism into an investment strategy

Raise and fall of business indicators green and red arrows

The rating agency expects leverage to increase in the year ahead

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A reduction in expenses and an improvement in retail sales helped offset another quarter of net redemptions

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

The transaction is part of CI’s plan to grow its presence in the U.S. RIA market

two businesspeople shaking hands in silhouette

The partnership is intended to help educate CI advisors on how to serve aging clients

Handshake of businessmen - success, congratulation, greeting & business partner concepts

The move marks the first step in the Toronto-based company’s U.S. expansion

  • By: IE Staff
  • November 27, 2019 November 27, 2019
  • 10:45
Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

The story behind the acquisition

Advisors embracing technology section image

The d1g1t enterprise wealth management platform enables firms to share real-time intelligence

  • By: IE Staff
  • October 30, 2019 October 30, 2019
  • 11:59