News results for CI Financial

M and A
March 15, 2021

CI Financial Agrees To Buy Atlanta-Based RIA

The latest purchase takes Canada-based CI Financial’s total assets under management to around $55

Strategy
March 1, 2021

CI Financial, Emigrant Bank Create US High Net Worth Services Pact

The parent of Emigrant Bank has announced a deal under which specialized services for ultra-high

M and A
January 26, 2021

Canada's CI Financial Makes Biggest US Acquisition So Far

This publication has already explored how CI Financial's acquisitions are part of forces changing

M and A
January 7, 2021

CI Financial Completes Four US Acquisitions

The latest wealth management transactions in North America.

Reports
December 14, 2020

US Assets Rise At Acquisition-Hungry CI Financial

The Canadian group has been on a spending spree this year, buying a number of US wealth management

M and A
November 25, 2020

CI Financial Makes 10th US Wealth Management Acquisition

The transaction is CI Financial's 10th direct US deal this year and when other affiliates are taken

M and A
November 12, 2020

CI Financial's Spending Spree: What It Says About US Wealth Management

We look behind the stunning numbers - and the upstart Canadian buyer – that are upending the US

M and A
November 6, 2020

CI Financial Makes Another Acquisition, Plans NYSE Listing

The 11th US acquisition of Canada's CI Financial is a business located in Florida, a state that has

M and A
November 4, 2020

Canada's CI Financial Buys Another US Wealth Manager

As noted by this publication earlier in the year, CI Financial is one of several foreign firms that

M and A
August 4, 2020

Canada's CI Financial Goes RIA Shopping Again

The Canadian group is pushing ahead fast with acquiring a cluster of RIA businesses across the US,

Comment & Analysis results for CI Financial