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Announced

Completed

CI Financial completed the acquisition of Dowling & Yahnke.

Synopsis

CI Financial, an independent company offering global asset management and wealth management advisory services, completed the acquisition of Dowling & Yahnke, a San Diego-based registered investment advisor firm. Financial terms were not disclosed. "Dowling & Yahnke is one of the top RIAs in the US and we’re thrilled to welcome the team to CI. Dale Yahnke and his team have built an exceptional business distinguished by their dedication to clients, deep expertise in holistic wealth planning, and an enduring reputation for excellence," Kurt MacAlpine, CI CEO.

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