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CI Financial sells stake in Boston-based RIA Congress - Vimarsana News

CI Financial sells stake in Boston-based RIA Congress

Toronto-based firm said it would use proceeds from the sale to pay down debt

CI Financial sells stake in U.S. wealth manager Congress Wealth Management - Vimarsana News

CI Financial sells stake in U.S. wealth manager Congress Wealth Management

CI did not say how much it will make for selling its stake, but plans to use the money to pay down debt

CI Financial Announces First Quarter Earnings Conference Call and Webcast - Vimarsana News

CI Financial Announces First Quarter Earnings Conference Call and Webcast

CI Financial Corp. will release its financial results for the first quarter of fiscal 2023 on Thursday, May 11, 2023. CI will hold a conference call with analysts that day at 9:00 a.m. EDT, led... | April 21, 2023

CI Private Wealth Launches Trust Company Ahead of U.S. IPO - Vimarsana News

CI Private Wealth Launches Trust Company Ahead of U.S. IPO

CIPW Trust, chartered in South Dakota, will make corporate trustee services available to all clients.

On Track for US IPO, CI Financial Releases Q4 Earnings - Vimarsana News

On Track for US IPO, CI Financial Releases Q4 Earnings

CI Financial is still set to take U.S. business public and pay down debt on its Canadian businesses in 2023, while a stateside shopping spree may be slowing.