News, Comment & Analysis results for CI Financial Corp

M and A
August 11, 2023

CI Financial To Acquire Wealth Manager Coriel Capital

The acquisition adds to CI Financial Corp’s ultra-high networth business.  

New Products
April 4, 2023

CI Financial's US Wealth Arm Launches Trust Solutions Offering

Canada-based CI Financial Wealth, a subsidiary of CI Financial Corp, launches a new trust business,

M and A
October 19, 2021

Acquisitions Propel CI Financial's Wealth AuM Higher

CI Financial has arguably been the most voracious buyer and stake-taker in North American wealth

M and A
May 4, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial, Beacon Pointe, Others

The latest mergers and acquisitions in the wealth management and associated space.

Strategy
August 10, 2020

M&A Highlights Why Divestment, Exits Aren't Always Negative Acts

For every merger or acquisition, another firm has decided to sell up, or spin off a business unit.

M and A
August 6, 2020

Mercer Continues Acquisition Drive

Mercer has made a number of acquisitions, with this deal widening its presence in Colorado. Recent

M and A
August 4, 2020

Canada's CI Financial Goes RIA Shopping Again

The Canadian group is pushing ahead fast with acquiring a cluster of RIA businesses across the US,

M and A
May 26, 2020

Canada's CI Financial Continues North America Wealth Acquisitions

So far CI has bought majority interests in a raft of US-based wealth management firms, part of a

M and A
October 31, 2019

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial, d1g1t

The latest transactions, mergers and acquisitions affecting North American wealth management.

People Moves
September 8, 2014

Wealth Chief At Scotiabank To Retire Ahead Of Structural Changes

Chris Hodgson, group head of wealth and insurance at Canada- and New York-listed Scotiabank, is to

Comment & Analysis results for CI Financial Corp