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.

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PROSPECTING

Keys to helping you unlock new business.

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CLIENT DEVELOPMENT AND COMMUNICATION

Resources and tools to help you build deeper client relationships.

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BRANDING AND MARKETING

Tools to help you effectively stand out from the competition.

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SUCCESSION/TRANSITION PLANNING

Tools to help future-proof your practice.

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HIGH PERFORMING TEAMS

Resources to help take your team to the next level.

INVESTOR RESOURCES

Investor-friendly resources designed to help your clients feel more empowered by their finances.

Your Mind Your Money Workbook

Your Financial Journey

The Prepared Family Inventory

Redefining Retirement Workbook

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EVENTS AND ACCREDITED COURSES

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.

PRACTICE MANAGEMENT INSIGHTS

 

Industry-leading insights that help you and your team achieve greater success.

Articles

Articles

Videos

Videos

Podcasts

Podcasts

OUR TEAM OF EXPERTS

Kaitlyn Lawson

Kaitlyn Lawson

Director, Advisor Development

Kaitlyn Lawson brings over 16 years of industry experience to her role as Director, Advisor Development with CI Advisor Consulting. Kaitlyn has a proven track record for helping advisor teams across Canada get to the next level, both through 1:1 consulting and broader speaking engagements, like this one.

Throughout her career, Kaitlyn has leveraged her expertise in behavioural finance to help advisors consistently turn prospects into clients and grow their businesses with intention. For her focus on helping women advance in finance, and for providing financial literacy education to women across Canada, Kaitlyn was recognized in 2022 as one of Wealth Professional Canada’s Leading Women in Wealth.

Mathieu Messina

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.