PRACTICE MANAGEMENT

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 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.