Terms of Use | Legal Notices | Privacy Notices | Accessibility | Help & Feedback | Sitemap, Chief Executive Officer and Director, CI Financial, President, Raymond Chang Foundation; Director, CI Financial, Executive Vice-President and Chief Financial Officer, CI Financial, Executive Vice-President, Head of Distribution, CI Global Asset Management, Executive Vice-President and Chief Talent Officer, CI Financial, President, CI Assante Wealth Management (Canada) Limited. Elite Plus SunWise Elite is an individual variable annuity contract issued by Sun Life Assurance. She is actively involved in fundraising activities for local charities. Mr. Kelterborn holds a Bachelor of Arts from Carleton University and a Bachelor of Laws from the University of Ottawa and was called to the Ontario Bar in 1992. 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 completed the Chartered Investment Manager designation in 2009 and received the Advanced Executive Certificate in General Management from The Smith School of Business, Queen’s University in 2016. Now, creating a GMWB Rider Election And Payment Direction Form - CI Investments takes a maximum of 5 minutes. 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. 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. Please see the current prospectus, as amended and … His previous position, Chief Technology Officer, included overseeing the technological functions at CI. Ms. Blair attended Ryerson University, and has studied Mediation and Alternative Dispute Resolution at the University of Toronto. Previously, she had been Executive Vice-President and General Counsel since 2008, following a 25-year career at Blake, Cassels & Graydon LLP, where she practised securities law with an emphasis on mergers and acquisitions and corporate finance. She has been a key member of CI’s senior management team as both the company and its human resources department have expanded, helping to integrate 18 corporate acquisitions during that time. Save or instantly send your ready documents. Get your online template and fill it in using progressive features. Download the papers or print out your PDF version. Launched suite of income funds sub-advised by DoubleLine Capital. Butt joined the Board of Directors in 2019. Ms. Chang-Addorisio is President of the Raymond Chang Foundation, a charitable foundation established by the late G. Raymond Chang, one of the organization’s founders and its CEO from 1996 to 1999. He had been with Rogers for over 25 years in increasingly senior roles and has extensive experience in acquisitions and public and private financing. 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. He serves on the Boards of Directors of OMERS and chairs its Audit and Pension Committee. Experience a faster way to fill out and sign forms on the web. CIS INVESTMENTS INC. PROVIDING EXCEPTIONAL VALUE AND SERVICE IN SAN DIEGO SINCE 1976. Elite Clients Only) SunWise? The State of Michigan has approved a grant of approximately $800,000 to assist in the consolidation. In consideration of CI Investments Inc. (“CI”) providing online access to account information (the “Services”) to the account holder (you, your) for non-commercial use, you are subject to strict terms and conditions contained in this InvestorOnline User Agreement (the “Agreement”). 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. Easily fill out PDF blank, edit, and sign them. Ms. Chang-Addorisio is Treasurer of G. Raymond Chang Ltd., a privately held investment holding company. National Instrument 81-102 Investment Funds – ss. Mr. Perrow has over 25 years of valuable experience in the asset management industry. Proposed Michigan Court Forms Committee agenda items published for comment. If there is a 12 month period where the beneficiary is not enrolled in a qualifying program, the EAP limit will apply again on the first 13 weeks. The easy-to-use drag&drop interface makes it easy to include or relocate fields. Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. He also serves on the Board of Xplornet Communications and chairs its Human Recourses and Governance Committee. Equity is a central tenet in United Way’s grantmaking. CI Global Investments Inc., Learn more > 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 wealth management industry. The Company maintains assets for individual and institutional investors in equity and fixed income portfolios. Mr. His experience prior to joining CI in 1995 included a position with BDO Dunwoody. Get Updates from the City. CodeRED Emergency Alerts 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. By investing $2.5 million, petitioner would supposedly get a 50% interest in a New York limited liability …. Advanced our digital strategy by acquiring a majority stake in WealthBar (now CI Direct Investing), a leading online wealth management and financial planning platform. Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University. 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 CI Assante Wealth Management. Investor Change Form. Subscribe to Updates. Mr. He is Co-Chairperson of the Children’s Aid Foundation of Canada’s $60 million “Stand Up for Kids Campaign for Child Welfare” and a member of the Children’s Aid Foundation’s Board of Directors. Based in Toronto, Ontario it offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.It is considered one of the Big Three investment … Bill sat on BMO’s Management Committee and BMO Capital Markets’ Executive Operating and Management Committees. He is also Senior Vice-President and General Counsel of CI Global Asset Management., having joined in 2016 from First Asset Investment Management, where he served as Senior Vice-President, Legal and Operations. LONG-TERM FINANCIAL PLANNING During the month of January of each fiscal year, the Department Heads prepare … Mr. Etherington is President of CI Assante Wealth Management, a CI Financial company, where he is responsible for the wealth management firm’s vision and overall strategic plan for the organization, working to support both CI Assante advisors and the continued growth of the company. He directs CI’s retail sales team across Canada as well as the development of sales strategies and initiatives that make use of CI’s diverse lineup of investment products. Mr. Ross holds a Bachelor of Arts from the University of Western Ontario and a Bachelor of Laws from Dalhousie University. Complete GMWB Rider Election And Payment Direction Form - CI Investments online with US Legal Forms. Fund company, which was acquired by CI Financial in 2003 newly developed revised... 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