Approaching Our 6-Month Partnership with CI Financial
We are approaching our 6-month anniversary of our partnership with CI Financial. While the investment landscape is much different than we expected, we are certainly thankful to have significantly improved our financial strength and research, at a time many companies have faced unprecedented challenges.
Behind the scenes we have been making significant improvements in our asset management, planning and operational processes. This has allowed our team members the ability to spend more time on the roles that add the most value to our clients.
Adding to our recent accolades by the Financial Times, naming us one of the Top 3oo RIA firms in the nation, our parent company CI has been credited as being the fastest growing RIA in the U.S. by deal flow this year.
Equally important to the growth and strength of our firm is the ability to still deliver the highest level of personalized services to each of our clients. I have heard from our clients and advisors that to them, it still feels the same. I would say that this is exactly the outcome we looked to achieve regarding the service and relationships we have with our clients.
CI Financial has officially named its U.S. division CI Private Wealth and the combination of our firms will be known as Surevest Private Wealth. We kept our name “Surevest” which we have operated under since 2002 but it is now powered by the new financial strength and capabilities of our partnership within the CI Family, which collectively manages approximately 132 billion in assets under management.
