CI Private Wealth

Snowy mountain range in Canada under cloudy sky

WEALTH MANAGEMENT MADE FOR YOU

Whether your goal is to transform current income into a lifetime of security, to thrive through challenging life events, to unlock the true potential of your business or to maximize the wealth you are able to share, we understand where you are, where you want to be and what it will take to navigate the complex issues you will face along the way.

SEE OUR SERVICES

Building on your success

We understand high achievers of all types and have the deep experience, custom advice and exclusive strategies to help you to continue building on your success. We have the specialized knowledge and experience to help:

Executives to manage restrictive assets, minimize taxes and plan for retirement
Retirees who desire to make the most of their next phase of life
Small business owners to unlock value and realize the true potential of their hard work now
Individuals and families to grow, preserve, and pass on their wealth—and values—to the next generation
Professional athletes and entertainers transform current income into a lifetime of wealth for you and those you love
Women in transition to achieve financial independence today—and to continue thriving tomorrow
Family offices to help their clients achieve each of their goals

Innovative insight for today’s realities

Exclusive partnerships with industry experts that enable us to transform ground-breaking research into richer financial plans designed to better position you for today’s realities and tomorrow’s potentialities.

A world of expertise working for you

Access to the expertise and performance potential of world-class, institutional asset managers in cost-effective strategies custom-built for – and exclusively available to – CI Private Wealth clients.

MEET THE TEAM

PLANNING

THE FOUNDATION OF SUCCESS

We believe wealth planning is a critical component to financial success.

Graphic showing process icons in a circle. Illustration.

Discovery process

We begin by learning everything we can about your needs, concerns, priorities, goals and aspirations.

Creation of wealth plan

We create your personalized wealth plan and Investment Policy Statement which detail integrated strategies for your holistic wealth needs.

Implementation of plan

We put your wealth and investment plans into practice, building your portfolio and collaborating with your other advisors as needed.

Regular monitoring of plan

We continually monitor your portfolio to ensure it is performing to our standards and yours, and regularly review your financial plan to ensure you stay on track toward your goals.

Revisiting plan process every five years

We go through the entire planning process as your life and needs change over time.

The financial strength of CI

CI Private Wealth is part of CI Financial—a highly regarded financial services firm that has been setting the standard for investment excellence for more than 50 years.

VISIT CI FINANCIAL

Our expectation is to exceed yours