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.

icon

PROSPECTING

Keys to helping you unlock new business.

icon

CLIENT DEVELOPMENT AND COMMUNICATION

Resources and tools to help you build deeper client relationships.

Alt Text Goes Here

BRANDING AND MARKETING

Tools to help you effectively stand out from the competition.

Alt Text Goes Here

SUCCESSION/TRANSITION PLANNING

Tools to help future-proof your practice.

Alt Text Goes Here

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

top view of a forest

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

Alice Ambrosie

Alice Ambrosie

Vice-President, Practice Management

As Vice-President, Practice Management at CI Global Asset Management (CI GAM), Alice is responsible for CI GAM’s advisor practice consulting team. This team develops and delivers educational and professional development programs, one-on-one consulting, and digital content for CI GAM’s key channel partners.

A knowledgeable and engaging consultant, coach and presenter, Alice has a passion for practice management and working with all kinds of wealth management professionals. She has worked with advisors in many different respects through her experience in sales on the asset management side and in management at one of the largest wealth management firms in Canada. Alice sees hundreds of advisors practices across the country and shares the best ideas to help advisors enhance their skills and build more successful businesses.

Bruno De Pace

Bruno De Pace

Director, Practice Management

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 Lawson

Kaitlyn Lawson

Director, Advisor Development

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.

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.