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.
We focus on you and what matters to you, and are dedicated to the long-term stewardship of your capital and financial 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.
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.
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.
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.
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.
We take a comprehensive approach with the goal of addressing your unique priorities, resources, and values.
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.
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.
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.
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.
As life, markets and environments change, we strive to make adjustments that can help reduce risks or capture future opportunities.
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CI Columbia Pacific Private Wealth