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CI Financial Reports Record Total Assets of $338 1 Billion for November 2021

CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as at November 30, 2021 of $149.4 billion and wealth management assets of $188.7 billion, for

United statesSegall bryant hamillDoyle wealth managementCongress wealth managementMatrix capital advisorsCi investment services incRuhlin roe incDowling yahnkePty ltdCapital partners incCapital managementMccutchen groupStavis cohen private wealthRoosevelt investment groupBarrett asset managementYork stock exchange

CI Financial to acquire Columbia Pacific Wealth Management and make strategic investment in Columbia Pacific Advisors

Press release content from Business Wire. The AP news staff was not involved in its creation.

United statesSan franciscoKurt macalpineJason weyenethDerek crumpStan batyTrevor davisPeder schmitzAlex washburnMurray oxbyDan batyTyler gaspardStradley ronon stevens youngColumbia pacific advisorsSegall bryant hamillRegentatlantic capital

CI Financial Reports Record Total Assets of $338 1 Billion for November 2021

Press release content from Business Wire. The AP news staff was not involved in its creation.

United statesJason weyenethMurray oxbyTrevor davisSegall bryant hamillDoyle wealth managementCongress wealth managementMatrix capital advisorsCi investment services incRuhlin roe incDowling yahnkePty ltdCapital partners incCapital managementMccutchen groupStavis cohen private wealth

Matrix Capital Advisors, a Chicago RIA Serving High-Net-Worth Clients, Joins CI Private Wealth

MIAMI & TORONTO & CHICAGO (BUSINESS WIRE) Dec 1, 2021

United statesUnited kingdomMatt mccutchenKurt macalpineJason weyenethMurray oxbyChristopher burkeTrevor davisCambridge international partnersSegall bryant hamillHogan lovellsDoyle wealth managementCongress wealth managementMatrix capital advisorsCi investment services incRuhlin roe inc

CI Financial Affiliate RGT Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas RIAs

Press release content from Business Wire. The AP news staff was not involved in its creation.

United statesKurt macalpineJason weyenethMurray oxbyBrent littleTrevor davisDoyle wealth managementCongress wealth managementCi investment services incRuhlin roe incDowling yahnkePty ltdCapital partners incOdyssey wealth managementCapital managementMccutchen group

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