Rationale for the strategic priorities

In the fourth quarter of 2019, CI Financial Chief Executive Officer Kurt MacAlpine announced a new strategic direction for CI with the introduction of three strategic priorities for the firm:

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Modernize asset management business

  • Evolving demographics
  • Shifts in investor preferences
  • Changing expectations for servicing and support
  • Ongoing regulatory change

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Expand wealth management platform

  • Role of advisor is more important than ever
  • Our breadth of capabilities uniquely positions us to be Canada’s market leader
  • Consumers’ lives are becoming increasingly complex and digital

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Globalize our company

  • Scale is becoming increasingly important, and difficult to achieve in Canada
  • Investors want to be serviced and supported globally
  • Talent acquisition from global markets

CEO update

CI Financial’s Strategic Priorities – Update from CEO Kurt MacAlpine

November 2019