Doyle Wealth Management

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Doyle Wealth Management — overview

About

Founded in 2005, Doyle Wealth Management is a wealth management firm that provides financial solutions and investment advice to individuals and families, from young professionals just starting out to retirees. The firm is headquartered in Florida, US. In January 2021, Doyle Wealth Management was acquired by CI investments, a wealth manager that offers portfolio management services to its clients across a wide variety of investments, including mutual funds, segregated funds, asset allocation programs, structured products, and other alternative investments. Doyle Wealth Management also does business under the name of CI Doyle Private Wealth (“CI/DPW”). CI/DPW is owned by CI US Holdings, Inc., which is a wholly-owned subsidiary of CI Financial Corp.

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