CI Financial Corp. (CI) is a wealth management and investment fund company. The Company is engaged in management, marketing, distribution and administration of mutual funds, segregated funds, exchange-traded funds, structured products and other fee-earning investment products for Canadian investors. CI operates through two segments: Asset Management and Asset Administration. The Company's Asset Management segment provides the majority of CI's income and derives its revenue principally from the fees earned on the management of various families of mutual, segregated, pooled, exchange-traded and closed-end funds, structured products and discretionary accounts. CI's Asset Administration segment derives its revenue principally from commissions and fees earned on the sale of mutual funds and other financial products and ongoing service to clients. The Company's products are distributed primarily through brokers, independent financial planners and insurance advisors, among others.

Finance

CI Financial

Kurt Macalpine

Lorraine Blair

Darie Urbanky

Douglas J. Jamieson

Jaime Ross

Roy Ratnavel

Sean Etherington

Ted Kelterborn

The Finance and Operations team at CI Financial is responsible for overseeing the financial health and operational efficiency of the company. This includes strategic financial planning, risk management, compliance, and streamlining processes to support the Asset Management and Administration segments. The team ensures robust financial reporting and optimizes resource allocation to enhance service delivery and client satisfaction across CI's investment products.

Finance and Operations

Leadership Team

Investment Management

Finance and Operations

About

Team members

Other teams at CI Financial

Leadership Team

Investment Management