CIXX News and Press, CI Financial Corp. From 11/02/21

Acquisition increases CI’s U.S. assets to more than US$87 billion CI Financial Corp . (“CI”) (TSX: CIX; NYSE: CIXX) and R.H. Bluestein & Co. (“Bluestein”) today announced an agreement under which CI will acquire a majority i...

CI Financial's (NYSE:CIXX) subsidiary RGT Wealth Advisors acquired Dallas-area registered investment advisor (RIA), Odyssey Wealth Management dedicated to delivering comprehensive wealth management solutions to a high- and ultra-high-net-worth clientele. Terms were not disclose...

RGT Wealth Advisors, LLC (“RGT”), a subsidiary of CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), today announced that it has acquired Odyssey Wealth Management, LLC (“Odyssey”), a Dallas-area registered investment advisor (“...

CI Financial Corp. (“CI”) (TSX:CIX; NYSE:CIXX) 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 a.m. Eastern Time, led by Chief Executive ...

Addition of multi-family office RIA boosts CI’s U.S. wealth assets to US$83 billion CI Financial Corp. (“CI”) (TSX:CIX; NYSE:CIXX) and McCutchen Group LLC ( “McCutchen Group”) today announced an agreement under which CI will acq...

CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years All financial amounts in Canadian dollars unless stated otherwise. CI Financial Corp . (“CI”) (TSX: CIX , NYSE: CIXX) today rep...

NOT FOR DISSEMINATION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES OF AMERICA CI Global Asset Management (“CI GAM”) announces the following regular cash distributions for the month ending October 31, 2021 in respect of CI ETFs. In all...

Mogo (NASDAQ:MOGO) announced a new partnership with CI Investment Services, wholly owned subsidiary of CI Financial (NYSE:CIXX), for providing a range of back office services to support MogoTrade, Mogo's upcoming commission free stock trading app. CI Investment Services is a leading...

CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today announced it has completed the acquisition of Budros, Ruhlin & Roe, Inc. (“BRR”), a Columbus, Ohio-based registered investment advisor managing US$3.5 billion in assets. BRR is a leading, ...

CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today announced it has completed the acquisition of Portola Partners Group LLC (“Portola Partners” or “Portola”), a Silicon Valley wealth management firm dedicated to serving the financial...