PRACTICE MANAGEMENT

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 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.