CENTURIES OF EXPERIENCE WITH A VISION LIKE NONE OTHER.

At CI Private Wealth – we offer more than money management. We augment the stewardship of your investment portfolio with bespoke solutions from a deep team of Wealth Planning professionals.

What we offer

HUNDREDS OF YEARS OF EXPERTISE AND A VISION LIKE NO OTHER.

As importantly, we employ a synchronized team of Wealth Planning experts; these in-house lawyers, accountants and insurance specialists work solely with our CIPW clients at no additional cost. Derived from a holistic, harmonized approach to wealth advisory, we’ll create a personalized plan to achieve your main objective: peace of mind.

What we offer

CI Private Wealth
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APR 04
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Wealth Management
specialization

What we offer

Wherever your money comes from, we’ll guide where it’s going with a comprehensive range of solutions bespoke to your current and future objectives.

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Begin a wealthy conversation today.

    +1-416-681-7158
    dfinegan@cipw.com
    Toronto, Canada