The U.S.-based firm has US$4.5 billion in AUM
RIA with US$440 million in AUM acquired via CI subsidiary OCM Capital
Dialogue Technologies Inc. provides virtual healthcare
Deal activity fell in Q2, but not as precipitously as some feared
Firm looks to grow its U.S. business, upgrade product lineup and boost distribution
Debt underwriting generates record fees in first half
Global insurance brokerage acquires Ivari's life insurance product managing general agent business
Financial terms of the sale were not disclosed
The U.S. investment manager combines digital and in-person advice
Firm restructures deal that ran into regulatory snags and Covid-19 effects