At CI Inverness Private Wealth, we put our clients at the center of everything we do. We combine the personal service, creativity, and objective advice of a boutique firm with the extensive resources and vast intellectual capital of an innovative industry leader to bring the best we have to offer to every client.


Private Wealth Management - Made for You

We have been building relationships and preserving wealth for more than 50 years. We listen before we lead and connect before we counsel in order 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. 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.


We have extensive expertise working with many types of clients and provide continuous advice to each of our clients to meet both short- and long-term goals, recognizing that every client has different circumstances and expectations.


  • Individuals
  • Families
  • Trusts


  • Pension funds
  • Endowments
  • Foundations


Discover more about what makes us profoundly different.