CI Private Wealth
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Wealth Management
TORONTO CI Financial Corp . (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as of December 31, 2021 of $152.1 billion and wealth management assets of $232.0 billion, for total assets of $384.1 billion. In December, CI completed the previously announced acquisitions of registered investment advisor firms CPWM, LLC of Seattle (which […]
- CI Financial
May 27th, 2021 7:00am EDT TORONTO–Assante Wealth Management (“Assante”) announces that it has been ranked highest in overall investor satisfaction with full-service investment firms in the J.D. Power 2021 Canada Full-Service Investor Satisfaction Study, including ranking first in trust. FULL ARTICLE CLICK HERE
- JD Power
“I take great pride in the quality and commitment of our team,” said Kurt MacAlpine, CI Chief Executive Officer. “During the extraordinary events of the past 18 months, our employees have remained highly engaged, providing exceptional service to our clients and making tremendous progress on CI’s strategic growth priorities. CLICK HERE FOR FULL ARTICLE
- Business Wire
TORONTO–(BUSINESS WIRE)– CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) today announced it has completed the acquisition of Radnor Financial Advisors (“Radnor”), a registered investment advisor based in Wayne, Pa. with US$2.6 billion in assets. “We’re excited to continue expanding and enriching our U.S. network with high-quality RIAs like Radnor,” said Kurt MacAlpine, CI Chief […]
- Business Wire
It has been a very trying period for all of us since the pandemic first started 18 months ago. Without question, we have witnessed a bifurcated market with the service sector (restaurants, cinema, hotels,cruise lines, airlines, etc.) taking a lashing—causing severe financial hardship, the effects of which will lastmany years. Our hearts go out to […]
- The Finegan Ebenzer Team
We wanted to provide some continued context and updates from our Managers.First is an update from Peter Hofstra, Ph.D. – Chief Investment Officer and Senior Portfolio Manager atHarbour Advisors. Peter will shed some light on Q3, Interest Rates, and headwinds on the horizon that willlikely give rise to opportunity in the near-term. Click here to […]
- The Finegan Ebenzer Team
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