At CI Columbia Pacific Private Wealth, we focus on exceeding client expectations every day. We combine the personal experience, creativity, and objective advice of our boutique with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience.


Private Wealth Management—Made for You

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 what matters most. We provide holistic advice for your individual wealth picture, 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.


Our success depends on meeting your financial planning and investment objectives. To do this, we focus on providing:


  • True service

    We hand-select your team to provide the wealth advisory resources you need.


  • Total transparency

    We help ensure you know what you own and why you own it—24/7/365.

  • Holistic answers

    Acting as your family office, we strive to be the only call you need to make.



How can we be there for you?