Wealth management designed to fit your needs

At CI RegentAtlantic, we look beyond investments to provide holistic advice and coordinated strategies for your entire wealth picture, no matter how complex it may be. Using our nine pillars of wealth management, we create the custom, comprehensive wealth plan that can help plan for your future from a 360-degree perspective.


Financial planning

We believe you make better decisions when you have a plan. Your financial plan is the foundation for everything in your financial life and is a living, breathing document that evolves as your needs do. With CI RegentAtlantic, you’ll gain the planning expertise you need to address your complete financial picture. Using an interactive planning process, we are able to immediately see how potential changes could impact your probability of success. 


Discover more about how we can help you enrich your life.