Wealth and Asset Management
CI Financial Reports Total Assets of $304 billion for June 2021 and Positive Second Quarter Net Sales
CI Financial Corp. has reported preliminary assets under management as at June 30, 2021 of $144.8 billion and wealth management assets of $159.3 billion, for total assets of $304.0 billion. On June 30, 2021, CI completed the previously announced acquisition of Dowling & Yahnke, LLC, adding $7.1 billion of wealth…
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