Mr. Ross is President of CI Private Counsel and its operating divisions, Stonegate Private Counsel and Assante Private Client. He is also Head of CI Institutional Asset Management, a division of CI Investments Inc.
A securities lawyer by training, Mr. Ross began his career at the Ontario Securities Commission after being called to the Ontario bar in 1990. In 1997, Mr. Ross joined Synergy Asset Management, a start-up mutual fund company, which was acquired by CI Financial in 2003.
Since joining CI, Mr. Ross has worked in a number of senior leadership roles including Senior Vice-President, Risk Management; and Senior Vice-President, Wealth and Estate Planning at Assante Wealth Management. He has been President of Stonegate Private Counsel since 2007, President of CI Private Counsel since May 2017, and was named Head of CI Institutional Asset Management in May 2019.
Mr. Ross holds a Bachelor of Arts from the University of Western Ontario and a Bachelor of Laws from Dalhousie University.