At CI KORE Private Wealth, we believe that true wealth is not about your assets, but is rather about using them to achieve the health, time, and autonomy to do what you want, when you want, with—and for—the people, causes and communities you care about.


Private Wealth Management—Built for You

At CI KORE 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 vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience designed around you. And our partnership with CI Private Wealth puts us in the rare position of being able to work to create solutions for even the most unique and complex of challenges.


Guiding principles

Everything we do—from the way we work to the way we approach client interactions—is rooted in these principles:


  • Alignment

    Every member of our team is committed to working in your best interests, focused on architecting a holistic plan to build your future.


  • Interdisciplinary

    We leverage the collective wisdom of our entire firm to gain a 360-degree perspective of your financial life.

  • Perspective

    We help you understand the true value of your wealth, so you can make more objective decisions today and tomorrow.



Discover how we can help you create true wealth.