CI Private Wealth Background & Overview Overview

General Information

CI Private Wealth is a multi-family office headquartered in Toronto. The firm serves affluent families with comprehensive wealth management, investment advisory, and financial planning services. Its team collaborates closely with clients to address complex financial needs, including succession planning, tax optimization, and philanthropy. CI Private Wealth integrates tailored solutions across asset classes—supports families in preserving capital, managing generational transitions, and achieving long-term financial objectives.