CI Financial Completes Six Transactions, Boosting U.S. Assets to US$115 Billion
Summary
“We are thrilled to have had such an amazing year of opportunity and growth as we continue join forces with some of the best RIA leaders and teams across the country,” said Kurt MacAlpine, Chief Executive Officer of CI Financial. “We are looking forward to another incredible year as we execute on our vision and continue to bring our clients a world-class wealth management experience.” Bluestein, founded in 1990, oversees approximately US$4.1 billion in assets from offices in Birmingham, Michigan and New York City. GLASfunds, based in Cleveland, is a leading tech-enabled platform providing investors with secure and streamlined digital access to institutional-quality alternative investment opportunities and asset management oversight. 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.