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.

Darie Urbanky, President and Chief Operating Officer

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As President and Chief Operating Officer, Mr. Urbanky is responsible for the operational aspects and resources of CI Global Asset Management, CI Assante Wealth Management and other CI Financial companies.

He has been with CI Global Asset Management for over 20 years, serving in progressively more senior roles in Information Technology. His previous position, Chief Technology Officer, included overseeing the technological functions at CI. Prior to that, he held a variety of roles in the financial technology industry at companies such as DST Systems (now IFDS).

Mr. Urbanky holds an MBA from Rotman School of Business and a master’s degree in computer science from University of Toronto and has attended leadership and management programs at Queen’s School of Business.

Amit Muni, Executive Vice-President and Chief Financial Officer, CI Financial

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As Executive Vice President and Chief Financial Officer, Mr. Muni overseas the company’s global finance operations and investor relations teams.

He joined CI Financial in May 2021 from WisdomTree Investments, Inc., a publicly traded asset manager where he served as Executive Vice President and CFO since 2008. Prior to WisdomTree, Mr. Muni served as Chief Accounting Officer of International Securities Exchange Holdings, Inc (“ISE”), one of the worlds leading electronic options exchanges, where he lead ISE’s successful public offering in 2005. He also previously worked at PwC LLP, where he performed audit and business advisory services for multinational and mid-sized broker dealers.

Mr. Muni is a graduate of Pace University in New York and is a Certified Public Accountant.

Roy Ratnavel, Executive Vice-President, Head of Distribution, CI Global Asset Management

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Mr. Ratnavel is Executive Vice-President of CI Financial and Head of Distribution for CI Global Asset Management. 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. He has over 25 years of experience in the financial services industry.

Mr. Ratnavel received his undergraduate degree from the University of Toronto. He has completed level I of the CFA program, and is enrolled in the MBA program in Global Asset and Wealth Management at Simon Fraser University

Lorraine Blair, Executive Vice-President and Chief Talent Officer, CI Financial

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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. 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. Blair attended Ryerson University, and has studied Mediation and Alternative Dispute Resolution at the University of Toronto. Lorraine is a CHRE-designated Human Resources professional and holds the Birkman Certification. She is actively involved in fundraising activities for local charities.

Sean Etherington, MSM, CIM, President, CI Assante Wealth Management (Canada) Limited

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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 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.

Mr. Etherington is a graduate of Queen’s University. 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.

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.

Jaime Ross, B.A., LL.B., Executive Vice-President, CI Private Wealth & President, CI Private Counsel

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Mr. Ross is Executive Vice-President of CI Private Wealth and oversees CI Financial Corp.’s high-net-worth advisory businesses in the United States and Canada. Since 2020, Mr. Ross has played a leading role in executing on CI’s strategy to expand its wealth management business and globalize the company through the acquisition of top-tier registered investment advisor firms in strategic markets across the United States.

A securities lawyer by training, Mr. Ross began his career at the Ontario Securities Commission after being called to the Ontario bar in 1990. In 1997, Mr. Ross joined Synergy Asset Management, a successful start-up mutual fund company that was acquired by CI in 2003.

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 Assante Wealth Management, as well as Head of CI Institutional Asset Management. He has been President of Stonegate Private Counsel since 2007 and President of CI Private Counsel since May 2017. These entities provide wealth management services to some of Canada’s most affluent individuals and families.

Mr. Ross holds a Bachelor of Arts from the University of Western Ontario and a Bachelor of Laws from Dalhousie University.

Ted Kelterborn, Executive Vice-President and Chief Legal Officer, CI Financial

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Mr. Kelterborn is Executive Vice-President and Chief Legal Officer of CI Financial and leads the team responsible for all legal affairs of the corporation and its subsidiaries. He joined CI in 2016 from First Asset Investment Management, where he served as Senior Vice-President, Legal and Operations. Prior to joining First Asset, Mr. Kelterborn was Vice-President and General Counsel of Claymore Investments Inc. (now part of BlackRock). Prior to joining Claymore, Mr. Kelterborn was a lawyer with law firms in Toronto and Bermuda and served as Associate General Counsel–Corporate at Nortel Networks. Prior to Nortel, Mr. Kelterborn was a partner at McMillan Binch (now McMillan LLP), practising in the firm’s corporate/commercial and securities law groups.

Mr. Kelterborn also serves as a director of the Canadian Exchange Traded Funds Association and holds a BA from Carleton University and an LLB from the University of Ottawa, and was called to the Ontario Bar in 1992.