CI Financial acquires majority stake in U.S. RIA firm Surevest Wealth Management

[In The News]

TORONTO, Nov. 26, 2019 /PRNewswire/ - CI Financial Corp. ("CI") (TSX: CIX) announced today that it has acquired a majority stake in Surevest Wealth Management ("Surevest"), a Phoenix-based registered investment advisory firm. The transaction is the first step in CI's initiative to build a...

View the full article