What Coriel Capital does

Coriel Capital is a fee-only Canadian registered investment advisor founded in 2006 by Gisele Wilson, operating from Westmount (Montreal), Quebec. The firm provides wealth management and investment advisory services to ultra-high-net-worth Canadian families and, on a secondary basis, Canadian charitable foundations, with each client working directly with a firm partner under a personalized, exclusive service model. Core services are delivered through an open architecture investment framework that offers global multi-asset-class access, institutional buying power, ongoing senior-partner-led due diligence, and coordinated planning with each client's existing accountants, lawyers, and other professional advisors. Revenue is generated through customized, recurring management fees on assets under administration rather than product commissions, with pricing varying by client AUM and service requirements.

The firm is led by a small women-led investment team with institutional backgrounds at Fiera Capital, TAL Fund Management, Mercer Canada, National Bank Financial Markets, and Scotiabank, supplemented by client administration and portfolio administration staff. In November 2023, Coriel joined CI Private Wealth to form an exclusive UHNW platform while retaining autonomy over investment decisions; CI Financial was subsequently acquired by Abu Dhabi-based Mubadala Capital in August 2025, and Coriel is being integrated under the Corient brand alongside Northwood Family Office and select CI Private Wealth advisors in a planned June 2026 Canadian launch pending regulatory approval. The transition positions Coriel within a global platform that, upon closing of pending European acquisitions, is projected to manage approximately C$650 billion in client assets, with Coriel contributing to a Canadian pool of roughly C$10 billion.

Name

Coriel Capital

Legal name

CI Coriel Capital Inc.

Website

https://corielcapital.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Coriel Capital is a fee-only Canadian wealth manager founded in 2006, providing open-architecture investment advisory services to select ultra-high-net-worth Canadian families and foundations, now integrating into the Mubadala-owned Corient platform.

Ownership category

akta.pro rank

Headquarters

HQ city

Westmount

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Fee-only Wealth Management: Coriel Capital operates as a fee-only registered investment advisor, charging fees for investment management and advisory services rather than commissions on product sales. Revenue is generated through management fees on assets under administration.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Coriel Capital is a fee-only registered investment advisor providing comprehensive wealth management and investment advisory services to ultra-high-net-worth Canadian families and foundations. The firm offers an open architecture investment framework that delivers institutional buying power and access to global investments across all asset classes. Each client works directly with a firm partner, supported by a dedicated team of investment professionals conducting ongoing due diligence.

Product overview

Coriel Capital is a single, integrated wealth management offering for ultra high net worth clients. The firm provides investment management services through its team of Chief Investment Officers who deliver personalized service directly with firm partners. The approach is built on an open architecture framework that provides customized investment solutions, institutional-grade buying power, and ongoing due diligence conducted by senior partners. The firm also collaborates with clients' trusted advisors (accountants, lawyers) to ensure fully integrated financial planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Coriel Capital Investment Management Comprehensive wealth management and investment advisory services for ultra-high-net-worth Canadian families and foundations, offering open architecture portfolio management with institutional buying power and global market access. Services include multi-generational wealth preservation, investment oversight, portfolio management across all asset classes, and integrated financial planning in collaboration with clients' accountants and lawyers.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and major.

• CI Private WealthcoreStrategic or Co-development Partner · 1 November 2023In November 2023, Coriel Capital joined CI Private Wealth to form an exclusive platform for ultra high net worth Canadians. Coriel maintains full autonomy with respect to investment decisions while benefiting from the broader CI Financial platform and resources.
• Northwood Family OfficemajorStrategic or Co-development PartnerNorthwood Family Office is one of the Canadian subsidiaries of CI Financial being integrated under the Corient brand as part of the June 2026 Canada expansion, bringing approximately C$10 billion in combined assets.
• Stonehage FlemingmajorStrategic or Co-development PartnerEuropean wealth management firm being acquired by Corient as part of its international expansion strategy. Upon closing, will establish presence across the UK, Middle East and Africa.
• Stanhope Capital GroupmajorStrategic or Co-development PartnerEuropean wealth management firm being acquired by Corient as part of its international expansion strategy.
• Bedrock GroupmajorStrategic or Co-development PartnerEuropean wealth management firm being acquired by Corient as part of its international expansion strategy.

Scale indicators2 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• RBC Wealth Management: Largest Canadian bank-owned wealth platform serving UHNW and HNW clients with integrated banking, trust, and discretionary portfolio management. Competes with Coriel for the same UHNW Canadian families at massive scale.
• TD Wealth: Wealth arm of TD Bank, offering discretionary portfolio management, private banking, and trust services to UHNW Canadians. Direct competitor in the high-touch UHNW advisory segment.
• BMO Wealth Management: Wealth platform of Bank of Montreal, including BMO Private Wealth for UHNW clients. Competes head-to-head with Coriel for Canadian UHNW families and foundations seeking discretionary investment management.

Direct peers

• Richardson Wealth: Canadian independent wealth platform serving HNW and UHNW families with discretionary portfolio management and family office services. Competes with Coriel in the boutique advisor-led Canadian wealth segment.
• Northwood Family Office: Canadian multi-family office for UHNW clients, being co-integrated with Coriel under the Corient brand in June 2026. Directly comparable boutique Canadian UHNW wealth offering, target client segment, and partner-led service model.
• CI Private Wealth: Canadian UHNW wealth platform within CI Financial and now Corient. Coriel joined CI Private Wealth in 2023; the two share clients, advisors, and the broader UHNW Canadian mandate under the same parent.
• Fiera Capital: Canadian asset manager offering discretionary private wealth and institutional investment solutions; Gisele Wilson, Coriel's founder, previously co-founded Fiera Capital. Closely comparable institutional pedigree and Canadian client base.
• Burgundy Asset Management: Toronto-based employee-owned investment manager serving institutional and private wealth clients, including foundations and UHNW families. Closely comparable Canadian boutique model with open architecture and a similar target segment to Coriel.
• Jarislowsky Fraser: Canadian institutional and private wealth manager focused on UHNW families, foundations, and endowments with a fundamentals-driven global equity model. Highly comparable to Coriel in client mix and boutique positioning, now part of The Bank of Nova Scotia.
• Gluskin Sheff + Associates: Toronto-based high-net-worth and institutional investment manager serving wealthy Canadian families, foundations, and endowments. Comparable client mix (HNW families and foundations), fee model, and discretionary wealth approach.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/coriel-capital-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Coriel Capital