Terms of the deal, which is expected to close on Sept. 1, were not disclosed
Lorica Investment Counsel is a specialty bond manager focused on the Canadian market
The deal for Dowling & Yahnke is CI Financial's second-largest RIA acquisition to date
The deal will allow BLG to expand and automate its regulatory compliance services
Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say
The divestiture adds to bank's bottom line and streamlines its focus, a report says
Adam & Company has £1.7 billion in discretionary assets
Canadian investment dealers ranked highly in global advisory league tables
The firm offers to raise its takeover price "materially" and improve terms for advisor shareholders
CI Financial has also announced it is acquiring full ownership of Lawrence Park Asset Management