CI-USA

CI Private Wealth is the U.S. wealth management division of CI Financial Corp., a global asset and wealth management company based in Canada. Established through a series of strategic acquisitions of leading Registered Investment Advisor (RIA) firms across the United States, CI Private Wealth aims to create an integrated, client-centric national private wealth platform. Its mission is to deliver holistic and personalized financial planning, investment management, and advisory services to help affluent clients achieve their financial goals.