Services

Services

Wealth management designed to fit your needs

At CI Private Wealth, we look at far beyond investments to provide holistic advice and coordinated strategies for your entire wealth picture.

Retire with confidence

Being confident in your retirement means knowing that your wealth will last for your lifetime and beyond. Together, we will carefully consider today’s assets, your future needs and retirement income expectations in order to help you design the lifestyle you desire for tomorrow. From risk management and tax minimization to supplementary retirement income strategies and advice for even the most complex of issues, we will help you look forward to retirement with confidence.

Get in touch

Contact Our Relationship Managers

If you're interested in speaking to a wealth advisor or need support on utilizing our website, feel free to use this form to reach out to our team.