CI Private Wealth Information

CI Private Wealth is made up of teams of highly experienced and accredited wealth management specialists across the United States. Each exceptional team offers affluent individuals and families the deeply personal service, creativity and objective advice of a boutique, with the extensive resources, and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience. Whether your goal is to transform current income into a lifetime of security, to thrive through challenging life events, to unlock the true potential of your business, or to maximize the wealth you are able to share, we understand where you are, where you want to be, and what it will take to navigate the complex issues along the way. CI Private Wealth has quickly established itself as the go-to option for best-in-class RIAs in the US looking for a strategic partner. CI Private Wealth benefits from the financial strength of our parent, CI Financial Corp. (TSX:CIX), an independent and Canadian-owned firm offering global asset management and wealth management services. Full legal disclosures: https://www.cifinancial.com/ci-privatewealth/us/en/disclosure.html