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Strategic Investor CI Financial Shows Strong Support and Powerful Growth in 2021


Net flows in asset management reach highest level in six years, wealth management assets up $135.5 billion or 140%, and U.S. becomes CI’s largest business unit by assets.

“In December, CI completed the previously announced acquisitions of registered investment advisor firms CPWM, LLC of Seattle (which does business as Columbia Pacific Wealth Management), Gofen & Glossberg, LLC of Chicago, RegentAtlantic Capital, LLC of Morristown, N.J., and R.H. Bluestein & Co. of Birmingham, Mich., and completed minority investments in alternative investment firms Columbia Pacific Advisors, LLC of Seattle and GLAS Funds, LLC of Cleveland. The six firms manage combined assets of approximately $39.4 billion.”

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