CI Barrett Private Wealth is a partner of CI Financial. A multigenerational investment advisor, we provide personalized wealth management for individuals, families, trusts and institutions.
We combine the institutional resources of a global leader with the true creativity and objective advice of a boutique—anticipating your needs and helping you navigate the most complex market, business and family situations. We always put clients first and make it our goal to help you achieve yours.
Our heritage dates back to 1937, when C. Redington Barrett recognized that no one investment strategy worked for all investors and created a firm dedicated to meeting clients’ individual investment needs.
In 2021, the firm partnered with CI Financial—a highly regarded financial services firm that has been setting the standard for investment excellence for more than 50 years. This partnership enables us to continue offering the deeply personal service, creativity and objective advice you have come to expect from our boutique—enhanced by the extensive resources, exclusive relationships and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for you.
Since 1965, CI Financial has consistently anticipated and responded to the changing needs of investors. We offer an innovative and industry-leading selection of investments and comprehensive wealth services to meet the needs of all investors. CI Financial is:
One of Canada’s largest investment companies
A public company as of 1994 and one of the top firms in the industry
Focused on operating with responsibility and integrity in all aspects of our business
Discover more about how we can help you reach your goals. CONTACT US
CI Barrett Asset Management