CI Bluestein Private Wealth is focused on exceeding client expectations every day. Our firm combines the 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.

Customized, Sophisticated Private Wealth Management

At CI Bluestein Private Wealth, we strive to become the indispensable partner you call first to help you navigate any financial, business or family issues that you may face. We endeavor to discover what matters most to you in order to provide the customized advice that can drive success. Our partnership with CI Private Wealth puts us in the uncommon position of being able to create solutions for even the most unique and complex of challenges.

WE BELIEVE IN:

  • Consistency

    Paramount to our approach to managing financial assets is our enduring and unwavering commitment to risk management through all market conditions.

     

  • Discipline

    We use time tested rules in managing client assets with the goal to provide consistent results over time.

  • Commitment

    Whether a new relationship or one that has existed for generations, our  commitment to our clients is personal and tangible and our impact  is long-lasting.

     

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Discover more about working with CI Bluestein Private Wealth.
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