Stavis & Cohen manages US$570 million in assets for HNW families
The deal fits CI’s strategy to expand its wealth management business
Analysts wonder which firm is next
Deal sees Sun Life acquiring 51% of Crescent Capital
Member Savings offers banking services to LCBO employees
Aligned has $10B in assets and over 200 advisors
The U.S. firm specializes in fixed index annuities
The sale involves two branches and fewer than 75 employees
The transaction is designed to allay regulatory concerns about competition
The bank announced plans to buy Eaton Vance, an investment management firm, on Thursday