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Setting the standard for investment excellence to create a better client experience.

OUR BUSINESSES

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CI Private Wealth in the U.S. has been rebranded to Corient. Visit Corient.com

OUR LOCATIONS

Multiple locations to serve your needs

We have offices throughout North America and around the world.

Locations

CI Financial

CI Global Asset Management

CI Assante Wealth Management

CI Private Wealth

CI Investment Services

CI Direct Investing

Aligned Capital Partners

Northwood Family Office

CI Global Asset Management Sales Office

CI Assante Wealth Management

CI Assante Wealth Management

CI Global Asset Management Sales Office 

CI Investment Services

CI Assante Wealth Management

CI Assante Wealth Management

CI Assante Wealth Management

CI Global Asset Management Sales Office
CI Assante Wealth Management
CI Direct Investing

CI Global Investments Inc.,
an affiliate of CI Global Asset Management

GSFM

CI Global Investments Asia Limited,

an affiliate of CI Global Asset Management

GSFM

GSFM

OUR HISTORY

A heritage of growth, invention, and investment excellence

BOARD & MANAGEMENT

Leading the way

CI Financial's executive team is responsible for the management and success of the company, subject to the oversight of the Board of Directors. Our executives are all experienced leaders, who have made significant contributions to the growth and development of CI.

Kurt MacAlpine

Kurt MacAlpine

Chief Executive Officer and Director, CI Financial

Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. He has extensive experience in the global asset and wealth management industry, having previously served as Executive Vice-President and Head of Global Distribution for WisdomTree Asset Management and as a Partner and Leader of the North American Asset Management Practice at McKinsey & Company.

 

At WisdomTree, a global asset manager and exchange-traded fund sponsor based in New York, Mr. MacAlpine was responsible for all client-facing functions globally, including distribution, marketing, data intelligence and strategy, business development and client solutions. He also oversaw the majority of the firm’s international businesses, which during his tenure included employees in Canada, Europe, Japan, Israel and Latin America and strategic partnerships in Asia and Australia and New Zealand. He was a member of the company’s global executive management committee and sat on the boards of several of its international entities and AdvisorEngine, a digital wealth platform.

 

Prior to joining WisdomTree in July 2015, Mr. MacAlpine was a Partner at McKinsey, a global management consulting firm, based in its New York office. In his role as a Partner, he managed global consulting teams working with some of the largest asset and wealth managers in the world on topics related to strategy, distribution, marketing, international expansion, mergers and acquisitions, and product development.

 

Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University.



Brigette Chang-Addorisio

Brigette Chang-Addorisio

President, Raymond Chang Foundation; Director, CI Financial

Ms. Chang-Addorisio is President of the Raymond Chang Foundation, a charitable foundation established by the late G. Raymond Chang, one of the organization’s founders and its CEO from 1996 to 1999. Ms. Chang-Addorisio is Treasurer of G. Raymond Chang Ltd., a privately held investment holding company. From 1999 until 2003 she worked in Ernst & Young’s Audit and Business Advisory group. Ms. Chang-Addorisio holds a BComm from Queen’s University and a BEd from the University of Toronto.

 

Ms. Chang-Addorisio is a Director of two private companies, Mercatus Technologies Inc. and ColorAd Packaging Ltd.



William T. Holland

William T. Holland

Chairman of the Board, CI Financial

Mr. Holland is Chairman of the Board of CI Financial, a position in which he focuses on the firm’s strategic direction and opportunities.

 

He joined CI in 1989 and worked in progressively senior roles before being appointed Chief Executive Officer in 1999, a position he held for more than 10 years. Under his leadership, CI significantly expanded its product lineup, diversified its distribution and made a number of acquisitions that contributed strongly to the company’s growth and presence in the Canadian wealth management industry.

 

Mr. Holland is a major shareholder of CI, and sits on the Boards of Directors of Real Matters Inc. and the Holland Bloorview Kids Rehabilitation Hospital Foundation.



David P. Miller

David P. Miller

Director, CI Financial

Mr. Miller was Chief Legal and Corporate Affairs Officer and Secretary of Rogers Communications Inc. He had been with Rogers for over 25 years in increasingly senior roles and has extensive experience in acquisitions and public and private financing. Mr. Miller holds a BCL and LLB from McGill University.

 

Mr. Miller is the Chairman of the Advisory Board of Atlantic Packaging Products Ltd. and is a Director of Maple Leaf Sports & Entertainment Ltd.



Paul J. Perrow

Paul J. Perrow

Director, CI Financial

Mr. Perrow has over 25 years of valuable experience in the asset management industry. Mr. Perrow was Senior Vice-President, Director of Sales and Marketing with CI Investments Inc. until December 1996. He has held a number of other senior industry positions including Managing Partner of Red Sky Capital, Co-Head and Managing Director of Merrill Lynch Investment Managers Canada, Co-Founder and President of Fairway Capital and President and CEO of BluMont Capital.



William (Bill) Butt

William (Bill) Butt

Director, CI Financial

Mr. Butt joined the Board of Directors in 2019.

 

Mr. Butt spent many years with BMO Financial Group, most recently as Global Head of Investment and Corporate Banking, a role in which he was responsible for BMO’s business with major corporations worldwide encompassing equity and debt financing, corporate lending, mergers and acquisition advisory services, merchant banking, trade finance and global treasury management. Bill sat on BMO’s Management Committee and BMO Capital Markets’ Executive Operating and Management Committees.

 

He serves on the Boards of Directors of OMERS and chairs its Audit and Pension Committee. He also serves on the Board of Xplornet Communications and chairs its Human Recourses and Governance Committee. Mr. Butt is Chairman of the St. Michael’s Hospital (Toronto) President’s Council and a member of the St. Michael’s Hospital Foundation Board of Directors. He is Co-Chairperson of the Children’s Aid Foundation of Canada’s $60 million “Stand Up for Kids Campaign for Child Welfare” and a member of the Children’s Aid Foundation’s Board of Directors.



Kurt MacAlpine

Kurt MacAlpine

Chief Executive Officer and Director, CI Financial

Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. He has extensive experience in the global asset and wealth management industry, having previously served as Executive Vice-President and Head of Global Distribution for WisdomTree Asset Management and as a Partner and Leader of the North American Asset Management Practice at McKinsey & Company.

 

At WisdomTree, a global asset manager and exchange-traded fund sponsor based in New York, Mr. MacAlpine was responsible for all client-facing functions globally, including distribution, marketing, data intelligence and strategy, business development and client solutions. He also oversaw the majority of the firm’s international businesses, which during his tenure included employees in Canada, Europe, Japan, Israel and Latin America and strategic partnerships in Asia and Australia and New Zealand. He was a member of the company’s global executive management committee and sat on the boards of several of its international entities and AdvisorEngine, a digital wealth platform.

 

Prior to joining WisdomTree in July 2015, Mr. MacAlpine was a Partner at McKinsey, a global management consulting firm, based in its New York office. In his role as a Partner, he managed global consulting teams working with some of the largest asset and wealth managers in the world on topics related to strategy, distribution, marketing, international expansion, mergers and acquisitions, and product development.

 

Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University.



Darie Urbanky

Darie Urbanky

President and Chief Operating Officer

As President and Chief Operating Officer, Mr. Urbanky is responsible for the operational aspects and resources of CI Global Asset Management, CI Assante Wealth Management and other CI Financial companies. 

 

He has been with CI Global Asset Management for over 20 years, serving in progressively more senior roles in Information Technology. His previous position, Chief Technology Officer, included overseeing the technological functions at CI. Prior to that, he held a variety of roles in the financial technology industry at companies such as DST Systems (now IFDS).

 

Mr. Urbanky holds an MBA from Rotman School of Business and a master’s degree in computer science from University of Toronto and has attended leadership and management programs at Queen’s School of Business.



Amit Muni

Amit Muni

Executive Vice-President and Chief Financial Officer, CI Financial


Ted Kelterborn

Ted Kelterborn

Executive Vice-President and Chief Legal Officer, CI Financial

Mr. Kelterborn is Executive Vice-President and Chief Legal Officer of CI Financial and leads the team responsible for all legal affairs of the corporation and its subsidiaries. He joined CI in 2016 from First Asset Investment Management, where he served as Senior Vice-President, Legal and Operations. Prior to joining First Asset, Mr. Kelterborn was Vice-President and General Counsel of Claymore Investments Inc. (now part of BlackRock). Prior to joining Claymore, Mr. Kelterborn was a lawyer with law firms in Toronto and Bermuda and served as Associate General Counsel–Corporate at Nortel Networks. Prior to Nortel, Mr. Kelterborn was a partner at McMillan Binch (now McMillan LLP), practising in the firm’s corporate/commercial and securities law groups.

 

Mr. Kelterborn also serves as a director of the Canadian Exchange Traded Funds Association and holds a BA from Carleton University and an LLB from the University of Ottawa, and was called to the Ontario Bar in 1992.