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CI Financial Completes Acquisition of US$5.2-Billion Silicon Valley RIA Portola Partners

MIAMI & TORONTO & MENLO PARK, Calif. -- CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today announced it has completed the acquisition of Portola Partners Group LLC (“Portola Partners” or “Portola”), a Silicon Valley wealth management firm dedicated to serving the financial needs of ultra-high-net-worth families. Read More

from Financial Post https://ift.tt/3zZu6Zv

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