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Rooted in strength

The Founding and Managing Directors and principals of CI Private Wealth have extensive experience in managing the financial affairs of wealthy individuals and families. Our heritage traces back to the early 1980s when professionals at two respected Canadian investment firms recognized that the financial industry was becoming too complex and impersonal. They decided to create a company that would provide a broader, more integrated suite of services delivered from a single source.


Today, we are CI Private Wealth – a team of highly experienced and accredited wealth management specialists working together to provide you with a profoundly different wealth advisory experience. As a division of CI Financial Corp., we are backed by the global resources of one of the largest and most respected financial services firms.

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Our firm benefits from the financial strength of our parent, CI Financial, an independent and Canadian-owned firm offering global asset management and wealth management services. Today, CI manages $181.9 billion for clients, with approximately $132 billion in assets under management and approximately $50 billion in assets under advisement (as at December 31, 2019). CI Private Wealth uses the following independent professional service firms: Our primary custodian is RBC Investor & Treasury Services, and our auditor is Ernst & Young, LLP.