The deal for the Dallas-based RIA with US$4.7B in assets is CI's biggest in the U.S. so far
Deal touted as a “strategic step” to offering new real estate investments to HNW clients
Latest RIA acquisition adds US$2.7 billion in assets to CI’s wealth management business
CEO says listing common shares on the NYSE “makes sense,” given CI’s rapid growth in the U.S.
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