At CI BDF Private Wealth our mission is simple - we help you enjoy a full life. And it drives everything we do. • Comprehensive financial planning and investment management • Unbiased, conflict-free investment advice We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of: • Attorneys • Divorce • Executives • Financial Professionals • Insurance Brokers • Widows Our dedicated Practice Groups are comprised of specialists in these areas, leveraging our real-world experience to provide our clients with a customized approach and solutions that incorporate all aspects of their life. We passionately design and implement customized solutions for building and managing our clients' wealth. The firm's team of professionals includes CPAs, CFP® professionals, CFA® charterholders, MBAs, CDFA® professionals, and an Attorney, AEP, CEPA, CIMA & CTFA. The firm’s holistic, solution-based approach to wealth management, client service, and our experience have resulted in a 98% client retention rate and ranking as a best places to work and top advisory firm in the country. Past performance may not be indicative of future results. Different investments involve varying degrees of risk. Future performance of any investment or strategy recommended by CI BDF Private Wealth may not be profitable or suitable for you or equal historical performance levels. For important disclosure information and CI BDF Private Wealth's ADV brochure discussing services and fees, please visit www.bdfllc.com. See important disclosure information at https://ria-cipw.com/bdf/disclosure. BDF® is Registered in the U.S. Patent and Trademark Office