We are unbiased financial advisors who, as fiduciaries, have focused on providing comprehensive wealth management and working in our clients’ best interests since our predecessor firm began 1982. In 2022, RegentAtlantic partnered with CI Financial to become a partner firm of CI Private Wealth. You may not be familiar with them, but CI Financial is a global leader in wealth and asset management and one of the largest independent financial institutions in Canada.
CI is uniquely positioned to complement and expand on our strengths. As a permanent strategic partner, CI is committed to investing in our business, while enabling us to maintain—and even amplify—the essence of who we are. We have the freedom to provide the personal attention our clients deserve, while gaining access to additional resources and opportunities that enhance our ability to provide customized investment strategies and holistic wealth management to meet each client wherever they are on their wealth journey.
At CI RegentAtlantic, we’re passionate about enriching the lives of our clients, our employees, and our community. We foster an environment of diversity, equity and inclusion, where all are not only welcome, but also truly valued. We believe this is the only way to do business—because when everyone is engaged, involved and encouraged to provide diverse perspectives and ideas, it creates a better experience and enables us all to grow together.
We appreciate our success and our role in our community. We have made giving back part of our company culture, and every one of our associates is involved in the community, volunteering with organizations like Habitat for Humanity, going holiday shopping for veterans—and more.
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CI Regent Atlantic Private Wealth