Sam Yau is joining the firm as a vice-president and senior wealth advisor
CI is expected to hold U.S. wealth assets of approximately US$21 billion when recent acquisitions close
The deal allows Nicola to offer new real estate investments to HNW clients
Firms can remain open despite new mandatory lockdown measures
Insurer has invested more than $600 million in digital initiatives in the last two years
The firm reported net income attributable to common shareholders of $29 million
Assets under administration increased
Company also announced plans to list common shares on NYSE
The firm reported earnings per common share of $2.03 for the quarter
The Houston-based RIA manages US$570 million in assets for HNW families