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Displaying 2 results

Topic
  • News
  • November 2, 2021

CI Financial adds $4.1 billion with acquisition of R.H. Bluestein

The Canadian aggregator makes it first move into Michigan and shows no signs of slowing the rapid pace of its dealmaking.

Topic
  • News
  • August 10, 2021

CI Financial acquires $3.4 billion Ohio-based RIA

The addition of Budros Ruhlin & Roe will give the Toronto-based aggregator a total of $74 billion in U.S. wealth management assets.