When you work with us, you gain the collective expertise and experience of our entire firm. We work together to create the comprehensive solutions that fit your unique needs.

 

Extensive credentials working for you

We have spent thousands of hours becoming experts at every aspect of a family’s financial life in order to help ensure our recommendations—as well as client decisions—are based on real data. And we have the credentials to prove it. In addition to many higher learning degrees, members of our team hold:

This certification identifies individuals who have met rigorous professional standards in 72 specific areas and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

What it means to you:

I understand the entire spectrum of financial concerns and can help build a plan to address all of them.

One of the highest distinctions in the investment management profession, the CFA credential identifies individuals with advanced investment analysis capabilities who have been recognized globally for their commitment to ethics and professionalism.

What it means to you:

I understand how to identify, analyze, select and monitor the investments that can help you reach your goals.

A designation awarded by the American Bankers Association (ABA) to certify that its holder can function in the capacity of a banker, broker, financial planner and trust administrator.

What it means to you:

I have expertise in designing trusts and financial plans and always work in your best interests.

A designation awarded by Cannon Financial Institute to professionals with more comprehensive understanding of the concepts, rules, regulations, laws and standard industry operating procedures that apply to fiduciaries.

What it means to you:

I am committed to always working in your best interests, am certified as a fiduciary at the highest level, and remain up-to-date with changing regulations.

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A WEALTH OF EXPERIENCE

At CI Inverness Private Wealth, our team has an uncommon depth of expertise and breadth of experience. We work together to help you become good stewards of your wealth today and tomorrow. Simply click on a name to get to know our team.

 

 

MANAGEMENT TEAM

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INSTITUTIONAL INVESTMENT TEAM

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INDIVIDUAL INVESTMENT TEAM

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CLIENT SERVICE AND SUPPORT

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LET'S CONNECT

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