We're an independent, fee-only firm that provides financial planning and investment advice - always in our clients' best interests.

 

Helping our clients become more financially independent.

We put the expertise of our entire firm into creating your financial and investment plans. So, whether you desire to plan for college, ensure you can retire when you want, have the ability to support your community—or anything in between—we will help you build a holistic plan for the future you dream of.

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We’re not just advisors. We’re your partners.

At CI RGT Private Wealth, we take a teamwork approach to wealth management. And you’re always a key part of that team. We collaborate across the firm and with you—working together to help achieve your goals. Our success is measured by yours.

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Bringing it all together is what sets us apart

Our clients know they can count on us to handle their financial situation, safeguard their personal information, and streamline the entire process. We have the expertise to manage their portfolio and non-portfolio assets while ensuring they’re on track to realize their life dreams. It’s an encompassing relationship that builds trust and inspires confidence.

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Confidentiality & security

As a client, you share both personal and financial information with us. Your privacy is paramount and we are dedicated to safeguarding this information. For your protection, we maintain physical, electronic, and procedural safeguards. Our Privacy Policy restricts the use of client information and requires that it be held in strictest confidence.

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LET'S TALK

The first step on the path to getting where you want to go starts with an honest conversation. And once we determine the right direction together, we’ll help you stay the course.
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