Matrix Capital Advisors, a Chicago RIA Serving High-Net-Worth Clients, Joins CI Private Wealth
1 Dec 21
CI Private Wealth, a division of CI Financial Corp. ("CI") (TSX:CIX, NYSE:CIXX), today announced it has acquired Matrix Capital Advisors, LLC ("Matrix"), a Chicago-based registered investment advisor.
Matrix has been
CI Financial Affiliate RGT Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas RIAs
28 Oct 21
RGT Wealth Advisors, LLC ("RGT"), a subsidiary of CI Financial Corp. ("CI") (TSX:CIX, NYSE:CIXX), today announced that it has acquired Odyssey Wealth Management, LLC ("Odyssey"), a Dallas-area registered investment