The Practice Management Team is a dedicated team of business consultants with decades of experience working closely with advisors across all channels and dealerships. They leverage their extensive knowledge and practical expertise to develop relevant, real-world solutions for financial advisors.
Advisors can leverage the Practice Management Team’s expertise and experience to help drive better outcomes for your clients and your business. Login required.
Gain tailored access to tools, in-depth expertise and resources that can further help you amplify your business.
Through timely webcasts, you can earn Continuing Education credits, while enhancing your practical knowledge of markets, tax laws, investment products and important trends that can help you to serve your clients better.
We are committed to providing practical support through a selection of industry-leading tools that help you strengthen your client relationships and achieve greater levels of success.
Alice is responsible for building and presenting educational and impactful content to help investment advisors elevate all aspects of their businesses. She brings many years of experience leading teams of advisors and staff to her role in the Practice Management Team and utilizes her expertise in topics such as enhancing the client experience, prospecting and building better relationships with female investors to provide a superior level of coaching and insightful advice to help advisors grow their businesses.
Bruno De Pace
Bruno is responsible for supporting advisors within CI GAM's key channel partner network in the areas of professional development and practice management. Before joining CI GAM, Bruno spent many years in various business development roles, and later on in his career, he transitioned to professional development and consulting roles working for a number of multi-national companies in industries such as technology, telecommunications and financial services. Bruno is a skilled coach, consultant, presenter and facilitator who has worked with thousands of advisors across the country, helping them build better businesses and deliver more value to their clients.
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.
Please contact us to learn more about how we can help you.