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CI Financial - Doyle Wealth Management


Advised St. Petersburg, FL-based Doyle Wealth Management on its sale to Toronto-based CI Financial.  The transaction will allow DWM, with $1.1 billion in assets under management, to expand the depth of its service offering and improve its overall operations.  Co-founders Bob Doyle and Jill Doyle will continue leading the firm.

Press Releases

CI Financial to acquire $1.1 billion wealth firm Doyle Wealth Managementʉۼ