At CI Bowling Private Wealth, we focus on exceeding client expectations every day. 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 to create a profoundly different wealth management experience.


Private Wealth Management—Made for You

At CI Bowling Private Wealth, our goal is to become the indispensable partner you call first to help you navigate through difficult financial and business decisions—so you can stay focused on enjoying the journey. And our partnership with CI Private Wealth put us in the uncommon position of being able to create solutions for exceptionally unique and complex challenges.


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.

  • Transparency

    Our financial fate is tied to yours, as we succeed when you do.



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
  • Families
  • Trusts
  • Estates


  • Public Retirement Funds
  • Foundations
  • Corporations


Discover more about how we can help you.