Total wealth management assets reached a record level in the quarter
The 40 metrics were designed for asset managers and investors to better understand the ESG space
Latest RIA acquisition adds US$2.7 billion in assets to CI’s wealth management business
CEO Kurt MacAlpine says the move will enhance collaboration across CI’s investment organization
Retirees can access up to 55% of their home equity
A report from Prosper Canada says that households in precarious financial situations have few options for obtaining financial advice
The firm reported net income attributable to common shareholders of $29 million
Chantal Lamoureux takes the helm
Assets under management and advisement hit a new record
CEO says listing common shares on the NYSE “makes sense,” given CI’s rapid growth in the U.S.