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Setting the standard for investment excellence to create a better client experience.

OUR BUSINESSES

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CI Private Wealth in the U.S. has been rebranded to Corient. Visit Corient.com

OUR LOCATIONS

Multiple locations to serve your needs

We have offices throughout North America and around the world.

Locations

CI Financial

CI Global Asset Management

CI Assante Wealth Management

CI Private Wealth

CI Investment Services

CI Direct Investing

Aligned Capital Partners

Northwood Family Office

CI Global Asset Management Sales Office

CI Assante Wealth Management

CI Assante Wealth Management

CI Global Asset Management Sales Office 

CI Investment Services

CI Assante Wealth Management

CI Assante Wealth Management

CI Assante Wealth Management

CI Global Asset Management Sales Office
CI Assante Wealth Management
CI Direct Investing

CI Global Investments Inc.,
an affiliate of CI Global Asset Management

GSFM

CI Global Investments Asia Limited,

an affiliate of CI Global Asset Management

GSFM

GSFM

OUR HISTORY

A heritage of growth, invention, and investment excellence

BOARD & MANAGEMENT

Leading the way

CI Financial's executive team is responsible for the management and success of the company, subject to the oversight of the Board of Directors. Our executives are all experienced leaders, who have made significant contributions to the growth and development of CI.

Kurt MacAlpine

Kurt MacAlpine

Chief Executive Officer and Director, CI Financial

Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. He has extensive experience in the global asset and wealth management industry, having previously served as Executive Vice-President and Head of Global Distribution for WisdomTree Asset Management and as a Partner and Leader of the North American Asset Management Practice at McKinsey & Company.

At WisdomTree, a global asset manager and exchange-traded fund sponsor based in New York, Mr. MacAlpine was responsible for all client-facing functions globally, including distribution, marketing, data intelligence and strategy, business development and client solutions. He also oversaw the majority of the firm’s international businesses, which during his tenure included employees in Canada, Europe, Japan, Israel and Latin America and strategic partnerships in Asia and Australia and New Zealand. He was a member of the company’s global executive management committee and sat on the boards of several of its international entities and AdvisorEngine, a digital wealth platform.

Prior to joining WisdomTree in July 2015, Mr. MacAlpine was a Partner at McKinsey, a global management consulting firm, based in its New York office. In his role as a Partner, he managed global consulting teams working with some of the largest asset and wealth managers in the world on topics related to strategy, distribution, marketing, international expansion, mergers and acquisitions, and product development.

Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University.



Brigette Chang

Brigette Chang

Director, CI Financial

Ms. Chang is President of the Raymond Chang Foundation, a charitable foundation established by the late G. Raymond Chang, one of the Corporation’s founders and its CEO from 1996 to 1999. She is Treasurer of G. Raymond Chang Ltd., a privately held investment holding company. From 1999 to 2003, she worked in Ernst & Young’s Audit and Business Advisory group.

Ms. Chang is a Director of two private companies, Mercatus Technologies Inc. and ColorAd Packaging.

She holds a Bachelor of Commerce from Queen’s University and a Bachelor of Education from the University of Toronto.

Ms. Chang has been a Director since 2018 and is a member of the Audit and Risk Committee.



William T. Holland

William T. Holland

Chairman of the Board, CI Financial

Mr. Holland is the Chairman of the Board of the Corporation. He joined CI in 1989 and worked in progressively senior roles before being appointed Chief Executive Officer in 1999, a position he held for more than 10 years. Under his leadership, CI significantly expanded its product lineup, diversified its distribution and made a number of acquisitions that contributed strongly to the company’s growth and presence in the Canadian asset and wealth management industry.

Mr. Holland has been a director of Holland Bloorview Kids Rehabilitation Hospital Foundation since 2006 and a director, member of the Governing Council and member of the of the Nomination and Governance committee of the Sunnybrook Foundation since 2018.

Mr. Holland is a director of Real Matters Inc., a technology company that provides services for the mortgage lending and insurance industries.

Mr. Holland has served as Chairman since 2017 and was Executive Chairman from 2010 to 2017. He has been a Director since 1994.



David P. Miller

David P. Miller

Director, CI Financial

Mr. Miller is an accomplished leader and strategic advisor with more than three decades of legal experience in the telecommunications and media industries. He has expertise in mergers and acquisitions and a wide variety of commercial agreements.

Until December 2018, Mr. Miller was the Chief Legal and Corporate Affairs Officer and Secretary of Rogers Communications Inc., a leading Canadian telecommunications provider. He had been with Rogers for over 30 years in increasingly senior roles and has extensive experience in public and private financing and operating in a highly regulated industry. He currently acts as Special Advisor to the Chief Executive Officer of Rogers Communications Inc.

Mr. Miller has been a member of the Advisory Board of Atlantic Packaging Products Limited since 2012, where his roles have included Chair of the Advisory Board, Chair of the Governance Committee, and a member of the Audit Advisory Committee. He was also a Director of Maple Leaf Sports and Entertainment Partnership from 2017 to 2019 and served on the Audit Committee and Human Resources Committee.

Since 2018, Mr. Miller has been a Distinguished Fellow at the Ted Rogers School of Management at Ryerson University.

He holds a Bachelor of Civil Law and Bachelor of Common Law from McGill University.

Mr. Miller is the Lead Director, has been a Director since 2013 and is an ex officio member of the Governance, Human Resources, and Compensation Committee.



Paul J. Perrow

Paul J. Perrow

Director, CI Financial

Mr. Perrow has over 30 years of valuable leadership experience in the asset management industry. Mr. Perrow was Senior Vice-President, Director of Sales and Marketing with CI Investments Inc. until December 1996. From 1996 to 2013, he held a number of other senior industry positions, including: Managing Partner of Red Sky Capital, which offered investment funds to accredited investors; Co-Head and Managing Director of Merrill Lynch Investment Managers Canada; Co-Founder and President of Fairway Capital Management Corp. (Toronto); and President and Chief Executive Officer of BluMont Capital. He was also a Director of Integrated Asset Management Corp. when it was a public company.

Mr. Perrow is also Chair of the Investment Committee of Holland Bloorview Kids Rehabilitation Hospital Foundation.

Mr. Perrow is a Director of Euro Sun Mining Inc. (formerly Carpathian Gold Inc.), a Canadian-based development-stage mining company.

He has been a Director since 2018 and is a member of the Governance, Human Resources, and Compensation Committee.



William (Bill) Butt

William (Bill) Butt

Director, CI Financial

Mr. Butt brings two decades of experience in managing a large and growing multinational financial services organization to the CI Board.

Most recently, he was Global Head of Investment and Corporate Banking for BMO Financial Group, one of the world’s largest banks.  In this role, he was responsible for BMO’s business with major corporations worldwide encompassing equity and debt financing, corporate lending, mergers and acquisition advisory services, merchant banking, trade finance and global treasury management.  His accomplishments included the expansion of BMO’s business in the United States and into Australia, China and India.

As one of BMO’s senior leaders, Mr. Butt sat on its Management Committee and its Capital Markets’ Executive, Operating and Management Committees.

He serves on the Board of Directors of OMERS, one of Canada’s largest pension plans, and chairs its Investment Committee and previously chaired its Audit & Pension Committee.  He is a former director of Xplornet Communications and chaired its Human Resources and Governance Committee.

Mr. Butt is Co-Chairperson of the Children’s Aid Foundation of Canada’s $75 million “Stand Up For Kids – Futures Transformed Campaign” and a member of the Children’s Aid Foundation’s Board of Directors and Executive Committee (2016-present). He previously served as Chairperson of the St. Michael’s Hospital (Toronto) President’s Council (2011-2021) and on the St. Michael’s Hospital Foundation Board of Directors.

He holds a Bachelor of Commerce degree from the University of Windsor, MBA from the Ivey Business School, ICD.D from the Institute of Corporate Directors, and studied at the Rotterdam School of Management. He is a past recipient of Canada's Top 40 Under 40 honours.

Mr. Butt has been a Director since 2019 and is Chair of the Audit and Risk Committee.



Kurt MacAlpine

Kurt MacAlpine

Chief Executive Officer and Director, CI Financial

Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. He has extensive experience in the global asset and wealth management industry, having previously served as Executive Vice-President and Head of Global Distribution for WisdomTree Asset Management and as a Partner and Leader of the North American Asset Management Practice at McKinsey & Company.

At WisdomTree, a global asset manager and exchange-traded fund sponsor based in New York, Mr. MacAlpine was responsible for all client-facing functions globally, including distribution, marketing, data intelligence and strategy, business development and client solutions. He also oversaw the majority of the firm’s international businesses, which during his tenure included employees in Canada, Europe, Japan, Israel and Latin America and strategic partnerships in Asia and Australia and New Zealand. He was a member of the company’s global executive management committee and sat on the boards of several of its international entities and AdvisorEngine, a digital wealth platform.

Prior to joining WisdomTree in July 2015, Mr. MacAlpine was a Partner at McKinsey, a global management consulting firm, based in its New York office. In his role as a Partner, he managed global consulting teams working with some of the largest asset and wealth managers in the world on topics related to strategy, distribution, marketing, international expansion, mergers and acquisitions, and product development.

Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University.



Darie Urbanky

Darie Urbanky

President, Chief Operating Officer and Head of Asset Management

As President, Chief Operating Officer and Head of Asset Management, Mr. Urbanky oversees all aspects of CI Global Asset Management, CI Financial’s core Canadian asset management business, including investment management, portfolio operations, distribution, product development and management, as well as all operational aspects of the firm.

Prior to his current roles, Mr. Urbanky was Chief Technology Officer, overseeing technological functions at CI. Before that, he had been with CI for over 20 years, serving in progressively more senior roles in Information Technology. His experience also includes roles in financial technology at companies such as DST Systems (now IFDS).

Mr. Urbanky holds an MBA from Rotman School of Business and a master’s degree in computer science from University of Toronto and has attended leadership and management programs at Queen’s School of Business.



Amit Muni

Amit Muni

Executive Vice-President and Chief Financial Officer, CI Financial


Ted Kelterborn

Ted Kelterborn

Executive Vice-President and Chief Legal Officer, CI Financial

Mr. Kelterborn is Executive Vice-President and Chief Legal Officer of CI Financial and leads the team responsible for all legal affairs of the corporation and its subsidiaries. He joined CI in 2016 from First Asset Investment Management, where he served as Senior Vice-President, Legal and Operations. Prior to joining First Asset, Mr. Kelterborn was Vice-President and General Counsel of Claymore Investments Inc. (now part of BlackRock). Prior to joining Claymore, Mr. Kelterborn was a lawyer with law firms in Toronto and Bermuda and served as Associate General Counsel–Corporate at Nortel Networks. Prior to Nortel, Mr. Kelterborn was a partner at McMillan Binch (now McMillan LLP), practising in the firm’s corporate/commercial and securities law groups.

Mr. Kelterborn also serves as a director of the Canadian Exchange Traded Funds Association and holds a BA from Carleton University and an LLB from the University of Ottawa, and was called to the Ontario Bar in 1992.