RGT Wealth Advisors, LLC, a subsidiary of CI Financial Corp (NYSE: CIXX), has acquired Odyssey Wealth Management LLC. Odyssey is a registered investment advisor concentrated on delivering wealth management solutions to high net worth clientele.
The combined assets between the companies totals approximately $5.5 billion after the addition of Odyssey’s $200 million. The companies’ similar philosophy of services designed to meet the needs of affluent individuals will complement each other going forward.
“We’re delighted to welcome the outstanding Odyssey team to RGT and the CI group,” said Kurt MacAlpine, CI CEO. “This combination shows the appeal and the benefits of CI’s collaborative approach and focus on meeting client needs.”