Recent events
Recent events tied to this brand in public sources.
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2022
CI Financial reports record fourth-quarter results
CI Financial reported record fourth-quarter financial results and said its U.S. operations represented $119 billion of its assets at quarter end, making them its largest business unit.
2021
CI Financial agrees to acquire Portola Partners
CI Financial announced that it is acquiring Portola Partners, a Menlo Park-based registered investment adviser with $5.2 billion in assets. The transaction was expected to close later that month, subject to regulatory approval and customary conditions; terms were not disclosed.
2021
CI Financial announces acquisition of Budros Ruhlin & Roe
CI Financial announced that it is acquiring Columbus, Ohio-based registered investment adviser Budros Ruhlin & Roe, which has $3.4 billion in assets. The deal was expected to close by the end of 2021.
2021
Galaxy Digital and CI Financial partner on Bitcoin ETF
Galaxy Digital and CI Financial partnered to launch the CI Galaxy Bitcoin ETF, which the report said might begin trading that week.
2020
CI Financial announces acquisition of Roosevelt Investment Group
CI Financial announced its acquisition of the Roosevelt Investment Group, a New York firm with $2.7 billion under management. The article describes the deal as pending close.
2020
CI Financial completes acquisition of Balasa Dinverno Foltz
CI Financial confirmed that it had closed its acquisition of Balasa Dinverno Foltz, a registered investment advisor based in Itasca, Illinois.
2020
CI Financial completes acquisition of BDF
CI Financial announced that it completed its acquisition of Balasa Dinverno Foltz LLC, a private wealth management firm based in Itasca, Illinois.
2020
CI Financial completes acquisition of Congress Wealth Management interests
CI Financial completed its acquisition of strategic interests in Congress Wealth Management, a U.S.-registered investment advisor firm. The transaction closed on July 2, 2020.