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Strategic Priorities

 

In the fourth quarter of 2019, CI Financial Chief Executive Officer Kurt MacAlpine announced a new strategic direction for CI with the introduction of three strategic priorities for the firm:

Modernize our asset management business

Modernize our asset management business

Expand our wealth management platform

Expand our wealth management platform

Globalize our company

Globalize our company

These strategic priorities are guiding the ongoing development of a detailed strategy and the initiatives CI is undertaking.
To learn more, watch the video or see the summary below.

CEO Update

CI Financial’s Strategic Priorities – Update from CEO Kurt MacAlpine
November 2019

Rationale for the Strategic Priorities

Modernize our asset management business

  • Evolving demographics
  • Shifts in investor preferences
  • Changing expectations for servicing and support
  • Ongoing regulatory change

Expand our wealth management platform

  • Role of advisor is more important than ever
  • Our breadth of capabilities uniquely positions us to be Canada's market leader
  • Consumers' lives are becoming increasingly complex and digital

Globalize our company

  • Scale is becoming increasingly important, and difficult to achieve in Canada
  • Investors want to be serviced and supported globally
  • Talent acquisition from global markets

Examples of current initiatives

Strategic Priority Initiatives   Examples
Modernize our asset management business Expand our alternatives capabilities   Finalizing exclusive partnership
Increase ETF market share   Acquired WisdomTree's Canadian ETF business
Predictive analytics in sales and marketing   Building machine learning analytics model
Expand our wealth management platform Engage with new client segments   Acquired Snap Projections to reach younger clients
Develop discreationary capabilites   Partnership with d1g1t to offer SMA/UMA platform
Globalize our company Enter U.S. Registered Investment Advisor (RIA) market   Acquisition of two U.S. RIAs