The transaction is part of CI’s plan to grow its presence in the U.S. RIA market
Deal values ESG firm at €170 million
Solid Q1 likely to be followed by a lengthy drought for deals
Once Ontario lifts its state of emergency, the firms will have a 60-day negotiation period
The transaction is expected to close in June
Deal for U.S.-based electronic trading firm closes despite disruption
CWB will add approximately 140 employees and $6 billion in assets under management
With the acquisition, the firm expands its financial-planning capabilities for advisors
The firm also plans to change its corporate name to align with the Richardson brand
The transaction is expected to close in the second quarter