At CI Columbia Pacific Private Wealth, our goal is to help you preserve and grow your wealth for yourself, your loved ones, and your future generations.

A FIRM FOCUSED ON YOU

 

We focus on you and what matters to you, and are dedicated to the long-term stewardship of your capital and financial interests.

 

A Mountain icon

Aligned Interests

As a registered investment advisor, we emphasize objectivity and transparency in all aspects of our practice. As fiduciaries, we always work in your best interests. And as wealth advisors, we only succeed when you do.

A dollar in a pie chart icon

Meaningful Portfolios

We believe that every portfolio serves a purpose, so we begin by asking about your long-term objectives and aspirations. Then we design and manage custom portfolios intended to deliver sustainable growth to achieve those goals.

A binoculars icon

Investment Opportunities

We believe that access to opportunity drives value. And we know that our exclusive connections put us in a unique position to gain access to private investment opportunities.

A dollar sign inside a lightbulb icon

Intellectual Capital

We believe our knowledge base distinguishes us from other financial service firms. You gain a dedicated team of experts with the insight and experience to help you in nearly every facet of your financial life.

a group of arms making a square icon

Long-term Relationships

As your family office, we strive to provide a consistently high level of service, build rewarding, long-term relationships, and are always ready to help.

OUR THOUGHTFUL PROCESS

We take a comprehensive approach with the goal of addressing your unique priorities, resources, and values.

 

Discover

Through our discussions, we work to develop an understanding of your specific concerns and goals, how you think about investing, and what outcomes would make you feel secure and successful.

LEARN MORE

 

Plan

We focus on prioritizing your distinct goals and creating financial and investment plans with the potential to take you from where you are today to where you want to be tomorrow.

LEARN MORE

 

Allocate

We work to analyze your existing investment portfolio, concentration risk and tax profile to arrive at an asset allocation offering a tax efficient transition to our management.

LEARN MORE

 

Execute

We implement the financial plan and phase in the investment recommendations. And, if desired, we can work with your other experts to help ensure all decisions are made in concert.

LEARN MORE

 

Refine

As life, markets and environments change, we strive to make adjustments that can help reduce risks or capture future opportunities.

LEARN MORE

LET'S TALK

How can we be there for you?
CONTACT US