ABOUT PRACTICE MANAGEMENT
The Practice Management Team is a skilled and dedicated group of business consultants with extensive experience working closely with advisors in various channels and dealerships. The team stays current with industry trends and regulatory changes to help ensure the solutions they develop are both relevant and actionable. Their unwavering commitment and in-depth knowledge can make them trusted advisors for financial professionals looking to thrive in the ever-changing landscape of the financial services industry.
AMPLIFY YOUR BUSINESS
Advisors can leverage the Practice Management Team’s expertise and experience to help drive better outcomes for your clients and your business.
INVESTOR RESOURCES
Investor-friendly resources designed to help your clients feel more empowered by their finances.
PRACTICE MANAGEMENT INSIGHTS
Industry-leading insights that help you and your team achieve greater success.
OUR TEAM OF EXPERTS
Kaitlyn Lawson
Director, Advisor Development
Kaitlyn is a skilled consultant, coach, and content creator bringing over 14 years of industry experience to her role at CI Global Asset Management. As Director, Advisor Development with CI Advisor Consulting’s Practice Management team, Kaitlyn is responsible for creating and presenting industry-leading practice management content to advisors across Canada, as well as conducting one-on-one consulting on a wide range of topics. Additionally, Kaitlyn is extensively trained in behavioural finance and was named one of Wealth Professional Canada’s Leading Women in Wealth in 2022.
Mathieu Messina
Director, Advisor Development
Mathieu Messina joined CI Advisor Consulting in October 2023, bringing with him 9 years of service and sales experience.
Using a consultative approach, Mathieu’s primary objective is helping advisors take their practice to the next level by providing actionable solutions through one-on-one consultations and presenting CI Advisor Consulting’s industry-leading content.
Working with advisors across Canada has nurtured his belief that client service is the foundation of any successful practice. Mathieu loves helping advisors improve their client experience and grow their business by delivering exceptional service and value.
CONTACT US
Please contact us to learn more about how we can help you.
Contact
CI Global Asset Management is a registered business name of CI Investments Inc. © CI Investments Inc. 2025. All rights reserved.