CI Financial's executive team is responsible for the management and success of the company, subject to the oversight of the Board of Directors. CI Direct Investing, an affiliate of CI Global Asset Management, One Capital Management Surevest CI Private Wealth, Entered U.S. wealth management market by acquiring interests in registered investment advisors The Cabana Group, LLC, Congress Wealth Management, LLC, One Capital Management Management, LLC and Surevest LLC, as well as ownership of Balasa Dinverno Foltz, LLC, Expanded ETF business with acquisition of WisdomTree Asset Management Canada. Currently, the use of Swaps by the Existing CI Funds is nominal. Get access to thousands of forms. an affiliate of CI Global Asset Management, CI Global Asset Management Sales Office 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. Get your online template and fill it in using progressive features. Prior to Nortel, Mr. Kelterborn was a Partner at McMillan Binch (now McMillan LLP), practicing in the corporate/commercial and securities law groups. Download the papers or print out your PDF version. Signature Global Asset Management Cambridge Global Asset â¦ The Company maintains assets for individual and institutional investors in equity and fixed income portfolios. In consideration of CI Investments Inc. (âCIâ) providing online access to account information (the âServicesâ) 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 âAgreementâ). 1. His experience prior to joining CI in 1995 included a position with BDO Dunwoody. (For more about IRS-CI, click here.) The highest level of recognition among eCommerce customers. â¢ Full investment (withdrawal) instructions required. In... Use professional pre-built templates to fill in and sign documents online faster. 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. She is a member and past Chair of the Dean’s Council at Queen’s University Law School and has taught securities regulation at the school. Sections 1 and 9 must be completed for all requested changes. 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. 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. Michiganâs first investment crowdfunding campaign under the new Michigan Invests Locally Exemption (MILE) has successfully reached its maximum goal. 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. The State of Michigan has approved a grant of approximately $800,000 to assist in the consolidation. He also oversaw the majority of the firm’s international businesses, which during his tenure included employees in Canada, Europe, Japan, Israel and Latin America and strategic partnerships in Asia and Australia and New Zealand. Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University. Three Council members and the Mayor are elected biannually at each regular City election. Sprouted from 30+ years of experience, CION Investment Management (CIM) advises and manages CION Investment Corporation (CIC), a publicly registered, non-traded business development company that primarily focuses on making debt investments in private sponsored and non-sponsored U.S. middle market â¦ 55 Standish Court, Suite 1050 Mississauga Ontario L5R 0G3 FUND338 07-17-E All applicants â regardless of where in their equity journey they may be today â must demonstrate a commitment to ongoing growth through the integration of diversity, equity and inclusion (DEI) principles into both their external programming or services and â¦ Enjoy smart fillable fields and interactivity. Mr. Perrow was Senior Vice-President, Director of Sales and Marketing with CI Investments Inc. until December 1996. â¦ Remember Login ID By checking this box, the web browser will remember the last Web Login ID/Login Nickname entered.