At CI RGT Private Wealth, we put our clients at the center of everything we do. We combine the personal service, creativity and objective advice of a boutique with the extensive resources and vast intellectual capital of an innovative industry leader. Our goal is to create a profoundly different wealth management experience that brings the very best we have to offer to each and every client.

Private Wealth Management—Made for You

We focus on exceeding client expectations each and every day and, thanks to our partnership with CI Private Wealth, we are in the uncommon position of being able to create solutions for even the most unique and complex of challenges.

 

OUR GUIDING PRINCIPLES

Everything we do—from the way we work to the way we approach client interactions—is rooted in these

principles:

Objectivity

As fee-only fiduciaries, we provide truly objective advice and always work in your best interests.

Collaboration

We work closely with you and your other advisors to ensure every decision is made with your goals in mind.

Performance

We use a results-driven approach to deliver on our promises and help you achieve everything you desire.

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A WEALTH OF UNDERSTANDING

We have extensive expertise working with many types of clients and customize our services to reflect each one’s distinct objectives, priorities, and timelines.

 

  • Individuals and families
  • Professionals
    • Attorneys
    • Executives
    • Physicians and medical professionals
    • Private equity principals

 

  • Professional athletes
  • Business owners
  • Money in motion or sudden wealth
  • Individuals going through divorce
  • Women
  • Widows

INVESTED IN BIG IDEAS

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LET'S TALK

The first step on the path to getting where you want to go starts with an honest conversation.
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