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CI Financial is a Canadian wealth management outfit that's been on an acquisition spree for American RIAs in a play to establish its business here. The firm recently acquired a minority stake in GLASfunds.
With the Matrix Capital deal, CI Financial has now amassed nearly $100 billion in U.S. RIA assets.
MIAMI & TORONTO & CHICAGO--(BUSINESS WIRE)--Dec 1, 2021--
CI Financial Corp. and R.H. Bluestein & Co. announced an agreement under which CI will acquire a majority interest in Bluestein.
The Detroit- and New York-based firm is CI's latest U.S. acquisition