Founding partner and CEO Kurt MacAlpine said the move targets the upper tier of the Canadian wealth market, which he views as underserved by independent global firms.
The firm operates as a fiduciary, fee-only wealth manager under a private partnership structure. Corient says the integrated partnership is designed to minimise internal conflicts and promote collaboration among partners.
Its Canadian offering will mirror its broader platform, including investment management with selected alternative strategies and wealth planning services such as wealth transfer, multi-generational planning, and trust and estate planning.
Corient will also provide family office services including tax planning, personal CFO support, lending and concierge services, such as private aviation and art management.
The firm focuses on business owners, corporate executives, athletes and entertainers, entrepreneurs and founders, as well as foundations and endowments, and it emphasizes cross-border planning for Canadians with assets and interests in multiple jurisdictions.