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PRIVATE WEALTH MANAGEMENT — MADE FOR YOU

At CI Private Wealth, our size and scale put us in the unique position of being able to create solutions for even the most extreme and complex challenges. Our goal is to become the indispensable partner you call first to help navigate you through any financial, business or family issues you may face—so you can stay focused on enjoying the journey.

SEE OUR SERVICES

Building on your financial success

We understand high achievers of all types and have the dedicated specialists, deep experience, custom advice and proprietary strategies to help you continue building on your success. In addition to successful individuals and family offices, we have the specialized knowledge and experience to help:

Corporate executives
Doctors, dentists, and other healthcare professionals
Entrepreneurs and small business owners
Individuals dealing with divorce or death
Private equity and hedge fund professionals
Professional athletes and entertainers
Professional service providers including accounting, consulting and legal

A world of financial expertise working for you

Access to the expertise and performance potential of world-class, institutional ESG, Alternative and Traditional asset managers in cost-effective strategies custom-built for our clients.

Innovative financial insights for today’s realities

Our industry experts transform their investment experience and knowledge into richer financial plans designed to better position you for today’s realities and tomorrow’s potentialities.

MEET OUR PARTNERS

PLANNING

THE FOUNDATION OF SUCCESS

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

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Discovery of your wealth goals

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 your financial plan

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

Ongoing planning process

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

Continuous monitoring of your 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 towards your goals.