CI Private Wealth
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Wealth Management

Private wealth advisory designed with one objective: to achieve yours.

CI PRIVATE WEALTH

Headquartered in Toronto, Canada, CI Private Wealth (formerly Stonegate Private Counsel) manages the financial affairs of affluent individuals and families. We offer the intimate, bespoke advice that stems from a boutique firm, in tandem with the extensive resources, exclusive relationships and vast intellectual capital of an innovative, industry leader in CI Financial, our parent company. The Finegan Ebenezer team provides a profoundly different, private wealth-advisory experience.
CI PRIVATE WEALTH
history of innovation

history of innovation

Our story began in the early 1980's when professionals at two respected Canadian investment firms recognized that the financial industry was becoming too commoditized and impersonal. They decided to create a company that would provide a holistic, coordinated suite of services to exceed the expectations of what wealth management should be.

Rooted in strength OF CI Financial

Our firm benefits from the financial strength of CI Financial, an independent and Canadian-owned firm, offering global asset management and wealth management services. CI Financial reported preliminary assets under management as of December 31st, 2021 of $152.1 billion and wealth management assets of $232.0 billion, for total assets of $393 billion. - Source: CI Financial
Rooted in strength OF CI Financial
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Forward-thinking Wealth Management
offices in four countries in the world

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Let's Talk

Begin a wealthy conversation today.

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