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The top-dollar-paying Toronto titan swept the $6-billion AUM RegentAtlantic off its feet at a size where it seems to have few rivals.
Deal for RegentAtlantic pushes CI past US$100B in U.S. assets
Deal for RegentAtlantic pushes CI past US$100B in U.S. assets
The deal is the third largest transaction for the Canadian buyer, which has grown to more than $100 billion in U.S. assets in two years.
CI Financial is acquiring the $6 billion AUM RIA RegentAtlantic, which pushes the Canadian firm above $100 billion in U.S. wealth management assets.