Financial terms were not disclosed. All asset amounts are as at September 30, 2021. About R.H. Bluestein & Co. R.H. Bluestein & Co. is a Birmingham, Michigan-based independent client firm established in 1990 that provides investment management counsel to a broad range of clients, including individual investors, trusts, estates, family groups, corporations, profit-sharing plans, and foundations. R.H. Bluestein & Co. takes a consultative approach to management of financial assets, with an emphasis on capital preservation and long-term growth. About CI Financial CI Financial Corp. is an independent company offering global asset management and wealth management advisory services. CI managed and advised on approximately C$320.4 billion (US$252.7 billion) in client assets as at September 30, 2021.