CI Private Wealth

CI Private Wealth is a wealth management firm operating across the United States. The company employs 38 people and is a subsidiary of CI Financial Corp., a Canadian-owned firm offering global asset management and wealth management services. CI Private Wealth specializes in providing personalized wealth management solutions to affluent individuals and families. Their team of experienced specialists works with clients to develop strategies for transforming income into long-term security, navigating life events, maximizing business potential, and planning for wealth sharing. CI Private Wealth distinguishes itself by combining the personalized service and expertise of a boutique firm with the extensive resources and innovative capabilities of a leading industry player. Their affiliation with CI Financial Corp. provides them with a strong financial foundation. Clients seeking more information about CI Private Wealth's services can visit their website at cifinancial.com/ci-privatewealth/us/en/index.html.