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Company: CI Financial Corp.

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CI Financial to open U.S. headquarters in Miami

Toronto-based firm has acquired or made deals for 21 U.S. wealth firms since last year

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

CI to acquire U.S. wealth manager Radnor

The deal is the latest in a string of purchases that will bring the firm's U.S. assets to US$68 billion

  • By: IE Staff
  • June 28, 2021 June 28, 2021
  • 12:29

CI GAM to rename investment funds

The move will officially retire CI’s legacy boutique investment brands

  • By: IE Staff
  • June 24, 2021 June 24, 2021
  • 15:04

Net redemptions slow as CI reports Q1 profit

The firm's assets under management continued to grow in the first quarter

CI Financial names new CFO

Amit Muni will replace Doug Jamieson

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

CI acquires Barrett Asset Management

New York-based RIA manages more than US$2.5 billion

  • By: IE Staff
  • March 11, 2021 March 11, 2021
  • 12:15
growing wealth

CI’s wealth management assets soared in 2020

The company's assets increased dramatically following several acquisitions

CI acquires US$23B Chicago-based RIA

Deal for Segall Bryant & Hamill will double the size of CI's U.S. business

vintage microphones

Tea and Chris Nicola to depart CI Direct Investing

Couple founded robo-advisor WealthBar in 2014

CI takes majority stake in RGT Wealth Advisors

The deal for the Dallas-based RIA with US$4.7B in assets is CI's biggest in the U.S. so far