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.

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.