At CI Matrix Private Wealth, we focus on exceeding client expectations every day. We combine the personal experience, extensive knowledge, and objective advice of our boutique with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience.


Private Wealth Management—Built for You

At CI Matrix Private Wealth, our goal is 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. And our partnership with CI Private Wealth put us in the uncommon position of being able to create solutions for even the most unique and complex of challenges.




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


  • Dedicated

    Unrelenting commitment to doing what is best for each client in every circumstance.


  • Personal

    We’re not just financial advisors, we become like your extended family.

  • Unique

    We strive to seek out investment opportunities that others can’t—or won’t.



Discover a profoundly different wealth management experience