OUR
HISTORY

Our predecessor firm, Gofen and Glossberg, was founded in 1932 by Samuel Gofen and William Glossberg. In 2022, Gofen and Glossberg was combined into 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. 

MEET OUR TEAM

 

WHAT TO EXPECT

As fiduciaries, our only commitment is to our clients and their best interests. We:

  • Put you, your family and your organization first and focus on doing the right thing for you in every situation.

  • Combine our shared expertise and diverse perspectives to help build and secure a legacy for every client.

  • Customize our advice to your specific situation and always discuss our thinking with you.

  • Provide personalized wealth and investment solutions on a transparent fee-only basis.

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Our history

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