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 part of CI Financial Corp., we are backed by the global resources of one of the largest and most respected financial services firms.