Ci Doyle Private Wealth, LLC

CI Doyle Private Wealth, LLC, formerly known as Doyle Wealth Management, LLC, was established in 2005 and offers financial and estate planning services, portfolio management, and general consulting services. The firm is owned by CI US Holdings, Inc., a subsidiary of CI Financial Corp. As of December 31, 2021, CI Doyle Private Wealth managed over $1.6 billion on a discretionary basis. The firm tailors investment portfolios based on clients' financial circumstances, goals, and risk tolerance levels. CI Doyle Private Wealth acts as a fiduciary for retirement plan accounts, ensuring clients' best interests are prioritized. The firm provides financial planning services covering areas such as estate planning, cash flow planning, retirement planning, and insurance analysis. Investment strategies include a Multi-Asset Class Portfolio, Select Equity Portfolio, and Equity Income Builder Portfolio, among others. Clients are typically individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations, with a minimum portfolio value of $350,000 for conventional investment advisory services. The fee structure is based on a percentage of assets under management, with a minimum annual fee of $2,000. CI Doyle Private Wealth does not engage in performance-based fees or side-by-side management. The firm reviews managed portfolios at least quarterly and operates under an investment discretion model, managing portfolios on a discretionary basis. Clients are responsible for voting on their securities' proxies, as the firm does not vote on behalf of clients.