CI Columbia Pacific Private Wealth is an SEC-Registered Investment Advisor that provides comprehensive wealth management strategies for a select number of high-net-worth individuals, families, foundations, and endowments. We seek to provide clients with an objective, transparent, and collaborative approach to wealth management. Our predecessor firm, Columbia Pacific, has been delivering qualified investment opportunities ahead of the industry since 1989.
In 2021, we were acquired by CI Financial and joined CI Private Wealth. CI is uniquely positioned to complement and expand on our strengths. As a permanent strategic partner, CI is committed to investing in our business, while enabling us to maintain—and even amplify—the essence of who we are.
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1989
Columbia Pacific Management founded
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2006
Columbia Pacific Advisors founded
2011
Columbia Pacific Wealth Management founded
2015
Kibble & Prentice Private Client Investment Advisory Group acquired
2017
San Francisco office established
2021
Acquired by CI Financial and joined CI Private Wealth partnership network
We work tirelessly to be a good corporate citizen and are proud to give back by supporting several local organizations—serving as board members, volunteering, making donations—and encouraging our employees to be active in the community and make a difference where they can.
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