CI Financial’s Growth Strategy in the U.S. RIA Market

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About This Episode

My guest today is Kurt MacAlpine, the CEO of CI Financial. CI is one of Canada's largest asset and wealth management firms. Over the past 18 months, it has bought a majority or outright ownership in 13 independent wealth advisory firms across the U.S. That may be the fastest sequence of M&A deals in the history of the wealth management industry. As of today, May 17, CI Financial has $74 billion in wealth management assets. The firm started with zero at the start of 2020.

About Our Guest

Kurt has extensive experience in the global asset and wealth management industry, having previously served as executive vice president and head of global distribution for WisdomTree Asset Management and as a partner and leader of the North American asset management practice at McKinsey & Company.

Show Notes

Here is a link to more information about CI Financial. Here is Kurt’s email address: [email protected]