CI Financial Acquires $3.4B Multi-Family Office RIA
CI’s deal with Seattle-based McCutchen Group is its first in the Pacific Northwest, and will expand the firm's footprint in the UHNW market.
Source: wealthmanagement.com
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CI Financial buys US$3.4-billion McCutchen Group
The Seattle-based RIA is CI's first office in the Pacific Northwest
Source: advisor.ca
CI Financial buys US$3.4-billion McCutchen Group | Investment Executive
The Seattle-based RIA is CI's first office in the Pacific Northwest
Source: investmentexecutive.com
Canada's CI Financial and Florida Gov. Ron DeSantis announce plan for Miami to become the $77-billion rollup's U.S. headquarters in 2023
The Sunshine State used tax incentives to lure the Toronto firm to Miami, where the state has tried to establish a Wall Street South for decades with some success
Source: riabiz.com
CI Financial Earns 2021 Great Place to Work® Certification
Press release content from Business Wire. The AP news staff was not involved in its creation.
Source: apnews.com