At CI Columbia Pacific Private Wealth, we look beyond investments to provide holistic advice and coordinated strategies for your distinct wealth picture.
We focus on sustainable long-term wealth by design. We aim to structure portfolios that manage risk and maximize tax efficiency, while seeking investments that can deliver the returns found in real estate and private markets. We construct strategic allocations around your near-term cash needs while endeavoring to provide long-term, risk-adjusted returns. As true investors, we also seek to exploit valuation-based inefficiencies that can exist in the various asset classes.
Our goal is to help you successfully navigate your corporate benefits. We have a wealth of knowledge and experience in managing the entire suite of employee benefits including company stock plans, 401(k) plans, deferred compensation, and life insurance.
We aim to maximize your returns by minimizing your tax exposure through proactive tax management that includes asset location planning, tax-efficient investment management, tax loss harvesting, and trusts.
We can design an estate plan that suits your family’s specific needs, whether it includes basic trusts or more complex arrangements, family partnerships, and philanthropic vehicles. We can also partner with your estate planning advisors and can even introduce you to an attorney from our network if you need one.
We seek to help you to minimize the risks that wealthy families and individuals face—including risks to investment assets. We can also partner with your insurance agent or broker to assist in making recommendations on life and casualty, home and auto, aircraft and watercraft, art and valuables, and other forms of insurance.
We aim to give you the tools you need to see the picture clearly. Our advanced data aggregation technology can consolidate financial and investment performance data from various sources and custodians, including private investment partnerships.
We can help you invest in a manner that not only meets your financial goals, but also has the potential to better our world through environmental, social, governance, and impact investments.
We can help you lay the foundation for achieving the financial objectives of your foundation, endowment, or other organization by helping to craft an Investment Policy Statement. This important document helps to define investment parameters for the funds, but also clearly defines duties and responsibilities of each fiduciary.
We are delighted to work with and provide guidance to every branch of your family.
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CI Columbia Pacific Private Wealth