Many firms offer wealth planning services. What sets us apart is our ability to function as a well-oiled team for your benefit. We work together to make sure your financial life is in the best health possible. We love what we do, and we love to work alongside successful people.
*The Wealth Planning Group is part of CI Private Counsel LP, a wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.