At CI Inverness Private Wealth, we put our clients at the center of everything we do. We build deep relationships—some that go back many decades—by getting to know our clients as well as we know ourselves. We meet with you and your family, as well as your network of outside professionals, to help us better understand what matters to you now and what may matter to you tomorrow. This foundation allows us to bring you the expertise and strategies you need when you need them.
Your tailored wealth management program will be a blend of our team's broad-based knowledge, coupled with the valuable insights from your key advisors. Through continued communication and collaboration, we will set priorities, invest with confidence, discover growth opportunities, and review your progress.
Through our discussions and review of your financial information, we develop a deep understanding of your unique concerns and goals, how you think about investing, and what outcomes would make you feel secure and successful.
We prioritize your distinct goals and create financial and investment plans to take you from where you are today to where you want to be tomorrow. We will also analyze your existing investment portfolio, concentration risk, and tax profile to arrive at an asset allocation offering a tax efficient transition to our management.
Implement the financial plan. Phase in the investment recommendations.
As life, markets, laws and environments change, we will work with you to make adjustments that can help reduce risks, capture opportunities, and keep you on track to your goals.
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