Assante Wealth Management

CI completes acquisition of a majority stake in Aligned Capital

Firm takes total assets to $204 billion, with approximately 1,100 advisory teams in Canada alone

How COVID-19 has been a wakeup call for wealth planning

Top advisor on the importance of risk assessments and how financial housekeeping can avert self-sabotaging responses

Acquisition-happy firm to modernize fintech offering

Canadian company has snapped up a number of U.S. RIAs and believes tech platform can elevate experience for clients and advisors

CI to acquire minority stake in Assante office

Deal between firms builds on CI’s expansion strategy, represents vote of confidence in fastest-growing regional centre

Canadian firm seals ninth RIA deal of 2020

When pending transactions close, company’s combined assets will grow to about US$11.5 billion

CI continues aggressive growth with $10 billion acquisition

Company agrees majority interest in fast-growing Canadian advisory firm, making it three deals in less than a week

Appway continues Canadian expansion

Deployment of client lifecycle management system at prominent wealth firm

Franklin Templeton Canada announces new head of Private Wealth

Firm also unveils new Head of Institutional to drive business forward

Top tips from our top 50 financial advisors

This article compiles insights from some of the professionals featured on our Top 50 Advisors list since its launch

CI Financial elects new board directors

Election were held at the firm’s annual shareholder meeting