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CI Financial picks off another 'Blind Squirrel' to push AUM to $105 billion as the RIA deal market stays nuts

The top-dollar-paying Toronto titan swept the $6-billion AUM RegentAtlantic off its feet at a size where it seems to have few rivals.

Author Brooke Southall
December 7, 2021 at 4:16 PM
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RegentAtlantic was a big fish in the RIA pond. Now it's about 5% of CI Financial.

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