Today, the ultimate goal of wealth is to pursue a life with purpose—enriching the lives of the people, causes and communities we cherish for generations to come. We embrace this new era and are wholly committed to delivering an evolved set of wealth management strategies that reflect our changing world.

Private Wealth Management—Made for You

At CI Corient Private Wealth, we focus on exceeding client expectations every day. We combine the personal experience, extensive knowledge, and objective advice of a boutique with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience. Our goal is to become the indispensable partner you call first to help navigate you through any financial, business or family issues that you may face—so you can stay focused on enjoying the journey. And our partnership with CI Private Wealth put us in the uncommon position of being able to create solutions for even the most unique and complex of challenges.

Our advantages

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Working with integrity

Every member of our team is focused on working in your best interests.

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High touch service

We develop deep, personal relationships with each client.

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Bespoke solutions

We tailor investment and wealth solutions to reflect your unique preferences, values, and goals.


At CI Corient Private Wealth, we have extensive expertise working with ultra affluent clients and customize our services to reflect each one’s distinct objectives, priorities, and timelines. We can help navigate not only the complexities that come with growing wealth, but also the family dynamics, personal challenges and business issues that can get in the way of success. We serve:


  • Entrepreneurs
  • Charitable foundations


  • Executives
  • Businesses


  • Multigenerational families


Discover more about how we can help you enrich your life.