CI Private Wealth is made up of teams of highly experienced and accredited wealth management specialists working together to provide you with a profoundly different wealth advisory experience. We serve more than 10,000 clients—offering deeply personal service and local expertise with the resources and support of a global leader to seamlessly serve all of their financial needs.

 

Structured as a partnership, CI Private Wealth offers employees the opportunity to earn a direct ownership stake in the company. We believe this uncommon business model aligns our interests with our clients and is what enables us and our partner firms to maintain our entrepreneurial spirit.

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We are rooted in strength

We benefit from the financial strength of our parent, CI Financial, an independent firm offering global asset management and wealth management services in the United States and Canada. Today, CI Financial manages US$260 billion globally for clients.