CI Private Wealth
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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.

Investment Management Investment Management
Portfolio Construction Portfolio Construction
Retirement Planning Retirement Planning
Estate Planning Estate Planning
Philanthropy Philanthropy
Peace of Mind Peace of Mind

Strength in numbers

scale
11

Investment management teams harmonized across each respective asset class; we optimize diversification through a uniquely collaborative approach to financial stewardship

370

$ billion in Assets Under Administration within our parent company CI Financial (as of January, 2022), we employ a coordinated group of expert money managers across the globe

30

cities spanning 5 countries. Our global reach is vastly harmonized for one purpose: our clients' financial well-being

1

Private Wealth Management team that optimize a plan which paves the way for our clients' financial succession and growth

leadership

Our Team

Dan Finegan

Dan Finegan
CIM®, FCSI
Managing Director

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Titus Ebenezer

Titus Ebenezer
CPA, CGA, CPA (USA), CFP®, TEP
Wealth Advisor

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Wade Finegan

Wade Finegan
CIM®, MFin, MBA
Director, investment management

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Kerri Poag

Kerri Poag

Executive Assistant

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information

CI Network In the news

CI Financial’s Total Assets Grow by $152.5 billion in 2021 to Record $384.1 Billion

 

TORONTO CI Financial Corp . (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as of December 31, 2021 of $152.1 billion and wealth management assets of $232.0 billion, for total assets of $384.1 billion. In December, CI completed the previously announced acquisitions of registered investment advisor firms CPWM, LLC of Seattle (which […]

- CI Financial

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Assante Wealth Management Achieves Top Ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction Study

 

May 27th, 2021 7:00am EDT TORONTO–Assante Wealth Management (“Assante”) announces that it has been ranked highest in overall investor satisfaction with full-service investment firms in the J.D. Power 2021 Canada Full-Service Investor Satisfaction Study, including ranking first in trust. FULL ARTICLE CLICK HERE

- JD Power

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CI Financial Earns 2021 Great Place to Work® Certification

 

“I take great pride in the quality and commitment of our team,” said Kurt MacAlpine, CI Chief Executive Officer. “During the extraordinary events of the past 18 months, our employees have remained highly engaged, providing exceptional service to our clients and making tremendous progress on CI’s strategic growth priorities. CLICK HERE FOR FULL ARTICLE

- Business Wire

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Let's Talk

Begin a wealthy conversation today.

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