Firm extends its private partnership to support the complex needs of wealthy Canadian families

Corient, the largest and fastest-growing wealth management firm in the U.S., today announced plans to expand into Canada – bringing its distinctive partnership model and full suite of integrated wealth and family office services to the country. With this expansion, Corient will become the largest non-bank wealth manager and largest multi-family office focused on ultra-high-net-worth individuals and families in North America. The business will launch in June 2026 under the Corient brand, subject to regulatory approvals.

“We see a clear gap in the Canadian market for a global independent wealth manager capable of delivering the comprehensive advice required by wealthy individuals and families – including investment management, wealth strategy and family office solutions,” said Kurt MacAlpine, Founding Partner and CEO of Corient. “Corient was purposely built to meet that need and close that gap.”

Corient will enter Canada with significant momentum, launching with approximately C$10 billion in assets from previously acquired firms Northwood Family Office and Coriel Capital, as well as select CI Private Wealth advisors who will become Corient Partners. Globally, Corient will manage and administer approximately C$650 billion in client assets, allowing Canadian clients to benefit from its significant scale, capabilities and purchasing power.

The Corient partnership is the firm’s defining advantage, built to mitigate conflicts through a fully integrated structure that focuses the entire firm on delivering an elevated client experience.

“Our partnership structure was carefully designed to foster collaboration over competition, in order to bring the full strength of the firm’s expertise and capabilities to every client relationship with zero internal friction,” said Mr. MacAlpine.

Corient’s service offering encompasses holistic wealth management that includes investment management, including selected alternative solutions, comprehensive wealth strategy, including wealth transfer, multi-generational planning, trust and estate planning, and family office services such as tax planning, personal CFO services, lending and concierge services, including private aviation and art management. Corient also has deep specialization in serving the needs of business owners, corporate executives, athletes and entertainers, entrepreneurs and founders, and foundations and endowments, among others. Additionally, Corient offers exceptional cross-border expertise to Canadians whose personal and business interests extend to other jurisdictions.

Today’s announcement is another step in Corient’s global expansion. Corient previously announced agreements to acquire three leading European wealth management firms: Stonehage Fleming, Stanhope Capital Group and the Bedrock Group. Those additions will establish a presence for Corient across Europe, the Middle East and Africa. Upon close and subject to regulatory approval of these and other transactions, Corient will become the world’s largest non-bank, fee-only wealth manager and the world’s largest multi-family office focused on ultra-high-net-worth clients globally with anticipated combined client assets of approximately US$475 billion (approximately C$650 billion).

“Corient is moving with purpose and momentum,” Mr. MacAlpine said. “In just six years, we have become the largest integrated wealth management firm in the U.S., are establishing a significant presence across EMEA, and are now entering Canada – not as a series of transactions, but as a deliberate global build. We’re excited by the pace, the deep talent joining our partnership and the incredible opportunity to serve sophisticated families with the same excellence and consistency wherever they live and invest.”

Corient operates as a fiduciary, fee-only wealth management firm under a unique private partnership model, similar to those used by leading professional services firms. The structure gives clients access to the full breadth of expertise and resources across Corient rather than depending on a single advisor.

About Corient

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. At Corient, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Headquartered in Miami, Corient has offices across the United States. For more information, visit corient.com.

“Corient” will be the business name that is used by Northwood Family Office Ltd. (Northwood). Northwood is registered as a portfolio manager and exempt market dealer in all Canadian provinces and territories.

Corient client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”) and include assets in which Holdings has a majority or minority ownership interest in the U.S., as well as assets from transactions that have been signed, but not yet closed and are subject to regulatory approvals. Firm assets information related to Holdings is current as of February 28, 2026. Firm statistics, including partner and employee headcount, is as of January 31, 2026. Data reflect varying as of dates due to differing reporting cycles. Services are provided only in jurisdictions where authorized and may not be available in all locations or for all client types.

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“Corient is moving with purpose and momentum. In just six years, we have become the largest integrated wealth management firm in the U.S., are establishing a significant presence across EMEA, and are now entering Canada."