William T. Holland, Chairman of the Board, CI Financial

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Mr. Holland is Chairman of the Board of CI Financial, a position in which he focuses on the firm’s strategic direction and opportunities.

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. 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.

Mr. Holland is a major shareholder of CI, and sits on the Boards of Directors of Real Matters Inc. and the Holland Bloorview Kids Rehabilitation Hospital Foundation.

William (Bill) Butt, Director, CI Financial

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Mr. Butt joined the Board of Directors in 2019.

Mr. Butt spent many years with BMO Financial Group, most recently as Global Head of Investment and Corporate Banking, a role in which he was responsible for BMO’s business with major corporations worldwide encompassing equity and debt financing, corporate lending, mergers and acquisition advisory services, merchant banking, trade finance and global treasury management. Bill sat on BMO’s Management Committee and BMO Capital Markets’ Executive Operating and Management Committees.

He serves on the Boards of Directors of OMERS and chairs its Audit and Pension Committee. He also serves on the Board of Xplornet Communications and chairs its Human Recourses and Governance Committee. Mr. 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. 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.

Brigette Chang-Addorisio, Director, CI Financial

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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. Ms. Chang-Addorisio is Treasurer of G. Raymond Chang Ltd., a privately held investment holding company. From 1999 until 2003 she worked in Ernst & Young’s Audit and Business Advisory group. Ms. Chang-Addorisio holds a BComm from Queen’s University and a BEd from the University of Toronto.

Ms. Chang-Addorisio is a Director of two private companies, Mercatus Technologies Inc. and ColorAd Packaging Ltd.

Kurt MacAlpine, Chief Executive Officer and Director, CI Financial

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Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. 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.

At WisdomTree, a global asset manager and exchange-traded fund sponsor based in New York, Mr. MacAlpine was responsible for all client-facing functions globally, including distribution, marketing, data intelligence and strategy, business development and client solutions. 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. 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.

Prior to joining WisdomTree in July 2015, Mr. MacAlpine was a Partner at McKinsey, a global management consulting firm, based in its New York office. In his role as a Partner, he managed global consulting teams working with some of the largest asset and wealth managers in the world on topics related to strategy, distribution, marketing, international expansion, mergers and acquisitions, and product development.

Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University.

David P. Miller, Director, CI Financial

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Mr. Miller was Chief Legal and Corporate Affairs Officer and Secretary of Rogers Communications Inc. He had been with Rogers for over 25 years in increasingly senior roles and has extensive experience in acquisitions and public and private financing. Mr. Miller holds a BCL and LLB from McGill University.

Mr. Miller is the Chairman of the Advisory Board of Atlantic Packaging Products Ltd. and is a Director of Maple Leaf Sports & Entertainment Ltd.

Tom P. Muir, Director, CI Financial

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Mr. Muir has over 35 years of experience in various accounting, investment banking and senior executive positions. He was Co-Managing Director of Muir Detlefsen & Associates Limited from September 2007 until March 2016. His prior positions include Executive Vice-President and Chief Financial Officer of Maple Leaf Foods Inc. and Co-Head of the Investment Banking Group and Member of the Executive Committee at RBC Dominion Securities Inc. Mr. Muir is a Fellow, Chartered Professional Accountant and a Fellow, Chartered Business Valuator. Mr. Muir has a BComm from the University of Toronto.

Mr. Muir is a Director of Solium Capital Inc., a public company that provides cloud-enabled services for global equity administration, and Brewers Retail Inc. in Ontario. He has been a member of the Boards of Directors of a number of other public companies in the past.

Sheila A. Murray, Director, CI Financial

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Ms. Murray is the former President of CI Financial Corp., a position she held from 2016–2019. 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 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. She was an adjunct professor at Osgoode Hall Law School and has taught Securities Regulation and Corporate Finance at University of Toronto’s Global Professional LLM in Business Law Program for several years.

Ms. Murray is currently Chair of the Board of Teck Resources Limited, a member of the Boards of BCE Inc. and Granite REIT Inc., a Trustee of Granite REIT Inc., and has been a Director of a number of other public and private companies and charities.

In 2016, Ms. Murray was the recipient of the Canadian General Counsel Award for Business Achievement. She received her BComm and LLB degrees from Queen’s University.

Paul J. Perrow, Director, CI Financial

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Mr. Perrow has over 25 years of valuable experience in the asset management industry. Mr. Perrow was Senior Vice-President, Director of Sales and Marketing with CI Investments Inc. until December 1996. He has held a number of other senior industry positions including Managing Partner of Red Sky Capital, Co-Head and Managing Director of Merrill Lynch Investment Managers Canada, Co-Founder and President of Fairway Capital and President and CEO of BluMont Capital.