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Steven J. Donald

Mr. Donald was appointed Executive Vice-President of CI Financial in 2016. Prior to his appointment as Executive Vice-President of CI Financial, Mr. Donald held increasingly senior roles within the CI Financial organization, including President of Assante Wealth Management from 2005 to 2017 and Senior Vice-President and Chief Financial Officer at Assante from 2003 to 2005. Before joining Assante, he was Vice-President and Chief Financial Officer of Synergy Asset Management from its inception in 1998 until it was acquired by CI Financial in 2003.

Prior to Synergy, Mr. Donald was Vice-President of Finance at SHL Systemhouse Co., acting as the senior financial executive supporting two global business units representing sales and consulting, as well as outsourcing operations. He went to Systemhouse from Ernst & Young LLP, where he worked in the financial services group providing audit and consulting services.

Mr. Donald is vice-chair of the Board of Directors of the Investment Industry Association of Canada. He is a past chair of the Mutual Fund Dealers Association and served as a board member from 2010 to 2016. He is a committed supporter of the Canadian Cancer Society, Ontario Division, having volunteered as a board member for over 20 years to 2015.

Mr. Donald is a Chartered Accountant (Fellow) and has a Bachelor of Commerce degree from the University of British Columbia.

Position: 
Executive Vice-President, CI Financial
Photo: 
Steven J. Donald
Type of personel: 
Executive Management