CI Financial, an investment management firm, agreed to acquire The Roosevelt Investment Group, a New York-based registered investment advisor. Financial terms were not disclosed. "We are excited to enter the New York market and thrilled to partner with Roosevelt, a firm whose deep roots in the region trace back to the family of President Theodore Roosevelt. Roosevelt has an extensive legacy of serving some of the most prominent families and individuals in New York – and beyond – and we are excited to provide them with the resources needed to continue to grow," Kurt MacAlpine, CI CEO.