Rationale for the strategic priorities

In the fourth quarter of 2019, CI Financial Chief Executive Officer Kurt MacAlpine announced a new strategic direction for CI with the introduction of three strategic priorities for the firm:

Modernize our asset management business icon

Modernize asset management business

  • Evolving demographics
     
  • Shifts in investor preferences
     
  • Changing expectations for servicing and support
     
  • Ongoing regulatory change

 

Expand our wealth management platform icon

Expand wealth management platform

  • Role of advisor is more important than ever
     
  • Our breadth of capabilities uniquely positions us to be Canada’s market leader

  • Consumers’ lives are becoming increasingly complex and digital

 

Globalize our company icon

Globalize our company

  • Scale is becoming increasingly important, and difficult to achieve in Canada

  • Investors want to be serviced and supported globally

  • Talent acquisition from global markets

To learn more, watch the video below.


 

 

CEO update

 

CI Financial’s Strategic Priorities – Update from CEO Kurt MacAlpine

November 2019
 

CONTACT US

How can we help you?

HEAD OFFICE

2 Queen Street East,
Twentieth Floor
Toronto, Ontario
M5C 3G7
(416) 364-1145
1-800-268-9374

INVESTOR RELATIONS

Douglas J. Jamieson

Executive Vice-President, Finance

and Chief Financial Officer

(416) 681-6508

MEDIA CONTACT

Murray Oxby

Vice-President,

Corporate Communications

(416) 681-3254

REGISTRAR & TRANSFER AGENT

Computershare Investor Services

100 University Avenue,

Eighth Floor

Toronto, Ontario

M5J 2Y1

1-800-564-6253