PRACTICE MANAGEMENT

Kaitlyn Lawson brings more than 17 years of experience in the financial services industry to her role as Head of Practice Management at CI Global Asset Management. Known for her authentic leadership style and strong focus on culture, Kaitlyn has a proven track record of helping advisor teams across Canada elevate their businesses through strategic consulting, in-depth workshops, and national speaking engagements.

With deep expertise in behavioural finance, Kaitlyn helps advisors deliver advice that is both actionable and grounded in the realities of human behaviour—ensuring clients feel understood beyond the portfolio. Through the delivery of industry-leading content, she equips advisor teams with the clarity and confidence needed to achieve purposeful, sustainable results. Kaitlyn has been recognized as one of Wealth Professional Canada’s Leading Women in Wealth for her commitment to advancing women in finance and promoting financial literacy across the country.

As Head of Practice Management, Kaitlyn not only consults and presents but also sets the strategic direction for CI GAM’s Practice Management team. She drives innovation and shapes programs that transform advisor businesses nationwide, ensuring CI’s practice management initiatives deliver lasting impact for advisors and enhanced outcomes for Canadian investors.

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.

Gabby Gooding is a financial professional with a decade of experience helping Canadians build clear, confident financial plans. She has worked directly with clients as a financial advisor and has also coached advisors nationwide to strengthen their planning, challenge biases, and elevate the support they provide to investors.

She holds master’s degrees from Harvard (Strategic Management) and Queen’s (Finance), and her leadership has earned global recognition for delivering innovative, high-impact initiatives in advisor development.

Outside of work, she can be found hiking or volunteering at a local animal shelter.