CI Financial to Acquire Budros, Ruhlin & Roe, a leading US$3.4-Billion Ohio-Based Registered Investment Advisor

Transaction will grow CI’s U.S. platform to US$74 billion TORONTO and COLUMBUS, Ohio (August 10, 2021) – CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) and Budros, Ruhlin & Roe, Inc. today announced an agreement under which CI will acquire Budros, Ruhlin & Roe, a leading Columbus-based wealth management firm with US$3.4 billion in assets. …

CI Financial to Acquire Budros, Ruhlin & Roe, a leading US$3.4-Billion Ohio-Based Registered Investment Advisor Read More »

Does Recent Legislation Help or Hurt Your Retirement Accounts?

Does Recent Legislation Help or Hurt Your Retirement Accounts?

As if there are not enough issues in 2020 to process, legislative changes have been put into place that investors should be aware of and maximize this year.  Here is a quick recap of what has changed, what the current rules are and what we might see happen in the near future with Individual Retirement …

Does Recent Legislation Help or Hurt Your Retirement Accounts? Read More »

Preparing for the Unexpected Earlier in Your Career

Preparing for the Unexpected Earlier in Your Career

Why do we think we’re so invincible? When we hear the phrase long-term disability insurance, many assume that this is needed much later in life or possibly not at all if we consider ourselves active and healthy.   Yet, if you become ill or injured before you retire, do you know how you would protect your …

Preparing for the Unexpected Earlier in Your Career Read More »

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It

Families had no way of knowing during the benefit enrollment period last year what 2020 would bring.  Those who chose to automatically save pre-tax money from their paychecks in a Dependent Care Flexible Spending Account (DCFSA) did so assuming that their childcare expenses would mimic previous years’ routines. This year has been anything but routine. …

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It Read More »

Accelerate giving image

Now is the perfect time to accelerate generous giving

As if a worldwide pandemic and subsequent recession isn’t difficult enough, the additional peak of a major cultural crisis now has us all searching for ways to best make a difference in this nation.   Affluent investors who want to accelerate their generous giving in response to current events have new incentives to do so, thanks …

Now is the perfect time to accelerate generous giving Read More »

Remembered for your resiliency image

You’ll be remembered most by your resiliency

Think back on your most vivid memories.  First work experiences. Recent career moves. There’s a high likelihood that some of your most defining moments revolved around a crisis or crossroad in your work or life and how you and the people around you responded. As a leader, it’s easier to shine in clear skies. When …

You’ll be remembered most by your resiliency Read More »

Scroll to Top