Strong Asset Base Gofen and Glossberg manages over $4 billion in assets, demonstrating a substantial client portfolio that presents opportunities to offer tailored wealth management solutions and expand their service offerings.

Recent Acquisition The firm's acquisition by CI Financial Corporation for $7.5 billion indicates a strategic growth phase, making it a prime candidate for partnership possibilities, technology integrations, and product enhancements.

Long-term Client Focus With a heritage dating back to 1932 and personalized, collaborative client relationships, Gofen and Glossberg values customized solutions—offering potential for high-touch, premium financial products and services.

Niche Expertise As an independent and client-centric firm in a competitive landscape, there are opportunities to introduce innovative tools, technology upgrades, or new advisory services that align with their personalized approach.

Technology Stack Utilizing platforms like Telerik Sitefinity, WordPress, and modern web technologies, the firm is open to digital enhancements and automation tools that can improve client experience and operational efficiency.