Mubadala Capital to Take CI Financial Private (Take-Private Transaction Closed August 12, 2025)

CI Private Wealth (CI Financial) Acquires Matrix Capital Advisors

December 1, 2021

Financial Services

CI Private Wealth, a division of CI Financial Corp., has acquired Matrix Capital Advisors, a Chicago-based registered investment advisor that manages approximately US$615 million in assets. The deal expands CI's U.S. wealth management footprint and adds high-net-worth client relationships and experienced advisory personnel to its CI Private Wealth platform; financial terms were not disclosed.

CI Financial Acquires Coriel Capital

August 10, 2023

Financial Services

CI Financial Corp. agreed to acquire Coriel Capital Inc., a Montreal-based wealth manager that serves ultra-high-net-worth families and manages approximately $1.3 billion in client assets. The acquisition expands CI's presence in the ultra-high-net-worth market and complements its CI Private Wealth and Northwood Family Office businesses; the deal is expected to close in the fourth quarter.

CI Financial to Acquire Northwood Family Office

January 11, 2022

Wealth Management

CI Financial Corp. agreed to acquire Northwood Family Office Ltd., a leading Canadian multi-family office. The deal is expected to close in the second quarter of 2022, subject to regulatory approval and customary closing conditions, with financial terms not disclosed.

CI Financial Completes RIA Acquisitions and Minority Stakes in Alternative Asset Managers

November 10, 2021

Financial Services

CI Financial Corp. completed six transactions to grow its U.S. CI Private Wealth business, including the acquisitions of four registered investment advisor (RIA) firms: Columbia Pacific Wealth Management, Gofen & Glossberg, RegentAtlantic Capital, and R.H. Bluestein & Co. CI also completed minority-stake investments in Columbia Pacific Advisors and GLAS Funds. The transactions were previously announced in November–December 2021 and closed by December 31, 2021.

CI Financial Acquires Majority Interest in RGT Wealth Advisors

November 24, 2020

Wealth Management

CI Financial Corp. will acquire a majority ownership stake in RGT Wealth Advisors, a Dallas-based registered investment advisor with approximately US$4.7 billion in client assets, in a deal to be paid in cash and CI shares. The transaction, expected to close in Q4 2020 subject to regulatory and stock exchange approvals, expands CI's U.S. wealth footprint (bringing U.S. wealth assets to ~US$21 billion) while RGT principals will retain a meaningful ownership stake.

CI Financial Acquires New York RIA Barrett Asset Management

March 11, 2021

Financial Services

CI Financial Corp. agreed to acquire Barrett Asset Management, a New York-based registered investment advisor with approximately US$2.5 billion in assets under management. The deal expands CI's U.S. wealth-management footprint and scale in New York, subject to customary regulatory and closing conditions.