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

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

CI Financial : Announces Third Quarter Earnings Conference Call and Webcast

CI Financial Corp. will release its financial results for the third quarter of the 2021 fiscal year on Thursday, November 11, 2021. CI will hold a conference call with analysts that day at 10:00. | October 22, 2021

CI Financial Establishes U S Headquarters in Miami

CI Financial Establishes U S Headquarters in Miami
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CI Financial to Acquire Portola Partners, a Leading US$5 2-Billion Silicon Valley Wealth Manager

CI Financial to Acquire Portola Partners, a Leading US$5 2-Billion Silicon Valley Wealth Manager
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