Elite Clients Only) SunWise? Butt is Chairman of the St. Michael’s Hospital (Toronto) President’s Council and a member of the St. Michael’s Hospital Foundation Board of Directors. The court forms on this site can be co mpleted and saved using the latest version of Adobe Acrobat Reader DC. 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. Mr. Holland is a major shareholder of CI, and sits on the Boards of Directors of Phononic Devices, Inc., Real Matters Inc. and the Holland Bloorview Kids Rehabilitation Hospital Foundation. By investing $2.5 million, petitioner would supposedly get a 50% interest in a New York limited liability â¦. an affiliate of CI Global Asset Management, CI Global Asset Management Sales Office Mr. Ross is President of CI Private Counsel and its operating division, CI Private Wealth. Investor Change Form. The easy-to-use drag&drop interface makes it easy to include or relocate fields. AND. IN THE MATTER OF THE PROCESS FOR EXEMPTIVE RELIEF APPLICATIONS IN MULTIPLE JURISDICTIONS. Mr. Etherington is a Director of the MFDA’s Investor Protection Fund, a Director of the Investment Industry Association of Canada, and is a Board member and co-founder of motionball for Special Olympics, a not-for-profit organization whose mandate is to raise national awareness and funding for Special Olympics through integrated social and sporting events. â¦ Ms. Blair joined CI in 1985, holding a number of operational positions before creating the Human Resources department when the company went public in June 1994. 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. Mr. Perrow was Senior Vice-President, Director of Sales and Marketing with CI Investments Inc. until December 1996. Currently, the use of Swaps by the Existing CI Funds is nominal. CI is the owner of the Services. Mr. Jamieson is a Chartered Accountant and holds an MBA from the Ivey School of Business and a Master of Accounting degree from the University of Waterloo. Added bench strength by acquiring asset manager Sentry Investments Inc.; makes significant investment in technology with acquisition of BBS Securities Inc. Acquired a majority stake in Grant Samuel Funds Management (now GSFM), expanding global presence into the Australian and New Zealand markets, Acquired First Asset Investment Management, diversifying investment offering to include actively managed exchange-traded funds, Acquired a majority stake in fixed-income asset manager Marret Asset Management, Launch of the Black Creek funds, expanding CI Investments’ global lineup, Cambridge team founded, adding to CI Investments’ portfolio management expertise, Acquired Assante Corp., Synergy Asset Management and Skylon Capital, Acquired Clarica Diversico and Spectrum Investment Management, Acquired BPI Financial, establishing institutional business, CI Investments enhances its lineup with launch of the Signature Funds, Launch of the Harbour Funds, establishing the roots of CI Investments’ boutique multi manager approach, Initial public offering as C.I. Bill sat on BMO’s Management Committee and BMO Capital Markets’ Executive Operating and Management Committees. He has been a member of the Boards of Directors of a number of other public companies in the past. AdvisorOnline provides you with secure access to your sales and assets, up-to-date client account information, reports, and much more! He has 20 years of investment industry experience, most recently as Senior Vice-President, Sales & Wealth Services at CI Private Wealth, where he managed the company’s national team of sales, wealth planning and insurance professionals. Made a strategic investment in fintech firm d1g1t Inc. and adopted its wealth management platform. CION Ares Diversified Credit Fund: 1 The public offering price is equal to the NAV plus an upfront sales charge of up to 5.75% for Class A, 4.25% for Class L, 3.00% for Class W and offering costs of up to $0.25 per share. The highest level of recognition among eCommerce customers. Mr. Jamieson has served as Chief Financial Officer of CI Financial Corp. since May 2005, and as Chief Financial Officer of CI Global Asset Management since June 2001. Signature Global Asset Management Cambridge Global Asset â¦ Our state-specific browser-based blanks and crystal-clear guidelines eradicate human-prone errors. Now, creating a GMWB Rider Election And Payment Direction Form - CI Investments takes a maximum of 5 minutes. 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. For comment was appointed Chief Executive Officer and Director of Muir Detlefsen & Associates limited from September 2007 until 2016! Queen ’ s University and an MBA from Queen ’ s University Executive. 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