Announced
Synopsis
CI Financial, an asset manager, agreed to acquire McCutchen Group, a financial advisor and asset manager. Financial terms were not disclosed. “CI is an ideal partner for us and our clients, given the strong alignment of culture and values and its commitment to a client-focused model. Working with CI will allow us to expand and enhance the services we offer our clients while preserving the advisory model that our clients value," Matt McCutchen, McCutchen Group Founder and CEO.
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