CI Financial acquiring One Capital Management

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By Staff Report / Monday, December 23rd, 2019 / Comments Off on CI Financial acquiring One Capital Management

CI Financial has agreed to acquire a majority interest in One Capital Management, a Westlake Village-based wealth management firm which oversees $1.6 billion of client assets, the firms announced Dec. 23. Canada-based CI Financial is rapidly expanding into the American market. Less than a month ago, CI also agreed to acquire a majority interest in…

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