CI Private Wealth

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

CI Private Wealth — overview

Assets Under Management

Type

Family Office - Multi

Location

Toronto, Ontario, Canada

Alternative Asset Classes

-

About

CI Private Wealth is a Canada-based multi-family office. The services it offers include financial planning, retirement planning, estate planning, tax planning, money management, and wealth management. CI Financial acquired San Diego wealth advisory firm, Dowling & Yahnke in 2021.

CI Private Wealth - known decision makers (3)

Contact NamePositionLocationEmailTelephoneAsset Class
Founder & Senior PrincipalToronto, CanadaGENGEN
Senior PrincipalToronto, CanadaGEN
Senior Principal, Managing Director & Portfolio ManagerToronto, CanadaGEN

Showing 3 of 3 known decision makers CI Private Wealth

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.