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Toronto mega-buyer CI Financial acquires Roosevelt Investments

Toronto-megabuyer-CI-Financial-acquires-Roosevelt-Financial

Canadian consolidator has made 12 deals since February, and three in less than two weeks

Toronto-based RIA consolidator CI Financial has taken another big bite out of the U.S. wealth management market with the announced acquisition of the Roosevelt Investment Group, a New York institution with $2.7 billion under management.

The Roosevelt acquisition marks CI’s 12th registered inves

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