CI Private Wealth
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Wealth Management

INSURANCE

Protect your assets

Many people view insurance with skepticism, but the truth is that insurance can play a valuable role in achieving a wide range of objectives. Our insurance specialists can assist you in reaching all of your personal and business goals from protecting your family and business to tax-sheltering investments, delivering supplementary retirement income, planning your business succession and offsetting estate taxes. With the right strategies, you can keep treasured assets intact for you and for your loved ones.

Contact Us

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Let's Talk

Begin a wealthy conversation today.

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