CI Financial Completes Acquisition of US$5.2-Billion Silicon Valley RIA Portola Partners
Summary
“Portola has developed an exceptional practice and a first-rate reputation based on their success in meeting the complex and varied financial requirements of wealthy families. It has developed substantial expertise at the intersection of investments and tax, wealth transfer, and estate and charitable planning, as well as offering a wide range of family office services. Forward-looking statements are typically identified by words such as “believe”, “expect”, “foresee”, “forecast”, “anticipate”, “intend”, “estimate”, “goal”, “plan” and “project” and similar references to future periods, or conditional verbs such as “will”, “may”, “should”, “could” or “would”. Factors that could cause actual results to differ materially from expectations include, among other things, general economic and market conditions, including interest and foreign exchange rates, global financial markets, changes in government regulations or in tax laws, industry competition, technological developments and other factors described or discussed in CI’s disclosure materials filed with applicable securities regulatory authorities from time to time. Other than as specifically required by applicable law, CI undertakes no obligation to update or alter any forward-looking statement after the date on which it is made, whether to reflect new information, future events or otherwise.