At CI Eaton Private Wealth, we focus on exceeding client expectations every day. We combine the personal service, creativity and objective advice of a boutique with the extensive resources and intellectual capital of an innovative 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 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 puts us in the uncommon position of being able to create solutions for even the most unique and complex of challenges.

  • Involved

    We plug ourselves into your life to offer holistic advice that can weave strategies and opportunities into custom solutions.

     

  • Impartial

    As fee-only fiduciaries, we focus on serving your best interests.

  • Innovative

    We create unique and unconventional solutions drawn from and validated against our extensive network of resources.

     

    LEARN MORE ABOUT OUR PHILOSOPHY

A WEALTH OF UNDERSTANDING

We have extensive expertise working with many types of clients and customize our services to reflect each one’s distinct objectives, priorities, and timelines.

 

  • Individuals
  • Families
  • Business Owners
  • Executives

 

  • Nonprofits
  • Endowments
  • Corporations

LET'S TALK

Discover more about wealth management made for you.
CONTACT US