Corient Expands into Canada Through CI Financial's Wealth Management Units
Miami-based fee-only registered investment advisor Corient plans to enter the Canadian market in June by acquiring businesses from its parent company, CI Financial. The expansion will include CA$10 billion ($7.3B) in client assets and advisors from previously acquired firms like Northwood Family Office and Coriel Capital.
Topics: Canada Global Markets Mergers & Acquisitions RIA Expansion Wealth Management