CI GAM INSTITUTIONAL

Jennifer Sinopoli is Executive Vice-President, Head of Distribution for CI Global Asset Management and oversees the firm’s national distribution efforts for both the retail and institutional business. She brings extensive experience and deep knowledge of the asset management and wealth management industries to the role. Since joining CI GAM in 2006, she has held progressively senior positions at the firm, building a track record of developing and motivating successful high-performing teams and leading key strategic initiatives.

Jennifer was promoted to her current role in 2023 and has had a significant impact on the business. She has introduced a new strategic direction for CI GAM Distribution and spearheaded other initiatives, including a modernized structure for the sales team, the enhanced use of data analytics, and building out the ETF Strategy group.

As a key executive, Jennifer is also a lead contributor to the overall Canadian asset management strategy and collaborates with other decision makers across CI Financial to execute on the firm’s strategic priorities and drive growth for CI.

Her career experience includes a management position at RBC Dominion Securities, and roles based in Eastern Ontario as well as Toronto. She graduated from Syracuse University with a B.Sc. degree and holds an MBA from the University of Fredericton.

Jennifer may be reached at jsinopoli@ci.com.

Bill began his career in 2006 and brings 18 years of industry experience. Prior to joining CI, he spent eight years at RBC Global Asset Management managing national accounts and institutional relationships, and 10 years at Invesco Canada in progressive business development roles. He won awards for business development and was a strong contributor to special projects that facilitated the creation of enhanced business processes. Bill holds the Chartered Investment Manager (CIM®) and Responsible Investment Specialist (RIS) designations, and a B.Comm. from the Telfer School of Management at the University of Ottawa.

Bill may be reached at bgleed@ci.com.

David is an experienced financial services industry professional, currently serving as the Vice-President of Business Development, Strategic Relationships at CI. His career spans various roles, including retail, wholesale, structured products,  institutional business development and client services. David’s career has been fueled by his keen interest in investments and financial markets. Starting with his time as an advisor at CIBC Wood Gundy, this passion has propelled him to higher achievements.

His association with CI is long standing, having worked for the company as Regional Vice-President (Ontario) in the 1990s, when it was known as Canadian International Group. After a decade of leading wholesaling efforts and managing a team in Eastern Ontario, David was appointed CEO and President of CI's Skylon Advisors. In that role, he was instrumental in developing and marketing CI's niche products such as hedge funds, linked notes, closed-end funds, and limited partnerships.

For his next challenge, David moved to Altrinsic Global Advisors Canada, focusing on institutional sales and client service, across Canada and in the U.S.

In 2023, David returned to CI as Vice-President, Business Development, Strategic Relationships. Within a few months, his role expanded to leading and driving sales for the family office channel. His extensive industry connections with some of the largest institutions, investment advisors and family office teams in the country also make David an invaluable asset for helping us grow our alternative and private assets business.

David holds a BA in Economics from the University of Western Ontario and has completed the Canadian Securities Course (CSC®), Chartered Investment Manager (CIM®) II, Options Licensing, and Commodity Futures Courses, further solidifying his expertise in the financial sector.

Verede is responsible for business development and relationship management aspects of CI GAM's institutional business, covering Quebec and Atlantic Canada. She joined the Institutional Asset Management team in 2017 and has over 16 years of experience in the financial services industry.

Prior to joining CI GAM, Verede worked for 11 years with Mercer Investment Consulting where she focused on asset liability management, performance monitoring, investment structure reviews and manager research reports.

Verede graduated from the University of Montreal with a bachelor’s in actuarial science. She is a Chartered Financial Analyst (CFA®) charterholder, is an Associate of the Society of Actuaries (ASA) and a member of CFA Society Montreal.

Sandip is responsible for business development aspects of CI GAM's institutional business, covering capital accumulation plans nationally, and working closely with group benefits consultants. He joined the Institutional Asset Management team in 2018 and has over seven years of experience in the financial services industry.

Prior to joining CI GAM, Sandip was an associate investment advisor at HollisWealth.

Sandip holds a B.Sc. in actuarial science from Western University and has completed the Canadian Securities Course.

Terry is responsible for business development and relationship management aspects of CI GAM's institutional business covering Ontario, the Prairies, West Coast and the Territories. He has over 20 years of experience in the financial services industry.

Prior to joining CI GAM in 2015, Terry worked for Aon Canada's investment consulting practice for four years as an Associate. There, he focused on performance monitoring, investment option reviews and manager research reports for defined benefit and defined contribution pension plans, endowments and foundations.

Terry graduated from the Marketing and Communications program at the British Columbia Institute of Technology and holds the Chartered Investment Manager (CIM®) designation.

Jai is responsible for identifying and analyzing trends within the overall institutional market, supporting relationship management and client servicing, while working closely with the senior members of the institutional team. He joined the institutional asset management team in 2024 and has over two years of experience in the financial services industry.

Prior to joining CI GAM, Jai was a Junior Business Analyst at the Deloitte U.S. offices in India.

Jai holds a B.Com. (Hons) from the University of Delhi, has completed post-graduate diploma programs at Seneca College and York University, and has completed the Canadian Securities Course.