CI Financial
Industry: Asset management company
DescriptionHeadquarters: Toronto, Canada CEO: Peter W. Anderson Chairperson: William T. Holland CFO: Douglas J. Jamieson Chief legal officer: Ted Kelterborn Subsidiaries: Assante Wealth Management,
CI Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CI Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CI Financial Employees
Employee
Years
Job
Industry
Terry Krinsky, CIM® Terry Krinsky, CIM®'s CI Financial Experience September 2009 - October 2011
Job Associate, Investment Consulting
Industry Investment Management
Experience
Aon Hewitt November 2011 - Present
CI Financial September 2009 - October 2011
LedgersOnline May 2006 - August 2009
Canadian Western Trust May 2004 - April 2006
TD CanadaTrust December 2001 - April 2004
Skills
Financial Analysis, Analysis, Microsoft Excel, Project Management, Business Development, Microsoft Office, New Business Development, Team Leadership, Investment Management, PowerPoint, Public Speaking, Strategic Planning, Accounting, Portfolio Management, Financial Advisory, Investments, Financial Modeling, Investment Strategies, Mutual Funds, Strategic Financial..., Asset Management, Financial Services, Asset Allocation, Equities, Wealth Management, Marketing Strategy, Investment Advisory, Insurance, Risk Management, Pensions
Education
CSI Global Education Inc 2009 — 2011
Chartered Investment Manager (CIM®)
British Columbia Institute of Technology 2001 — 2005
Marketing & Communications
Capilano University 1999 — 2001
Business Administration program
Aon Hewitt November 2011 - Present
CI Financial September 2009 - October 2011
LedgersOnline May 2006 - August 2009
Canadian Western Trust May 2004 - April 2006
TD CanadaTrust December 2001 - April 2004
Skills
Financial Analysis, Analysis, Microsoft Excel, Project Management, Business Development, Microsoft Office, New Business Development, Team Leadership, Investment Management, PowerPoint, Public Speaking, Strategic Planning, Accounting, Portfolio Management, Financial Advisory, Investments, Financial Modeling, Investment Strategies, Mutual Funds, Strategic Financial..., Asset Management, Financial Services, Asset Allocation, Equities, Wealth Management, Marketing Strategy, Investment Advisory, Insurance, Risk Management, Pensions
Education
CSI Global Education Inc 2009 — 2011
Chartered Investment Manager (CIM®)
British Columbia Institute of Technology 2001 — 2005
Marketing & Communications
Capilano University 1999 — 2001
Business Administration program
Taylor MacPhail Taylor MacPhail's CI Financial Experience May 2011 - May 2011
Job Analyst, Debt Capital Markets, CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets August 2014 - Present
Board Meeting March 2013 - April 2014
Queen's Sports Industry Conference February 2011 - February 2014
CIBC World Markets June 2013 - August 2013
CIBC World Markets May 2012 - August 2012
CI Financial May 2011 - May 2011
Skills
Event Planning, Teamwork, Microsoft Office, Public Speaking, Financial Analysis, Marketing Strategy, Team Leadership
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, First Class
Universidade Católica Portuguesa 2013 — 2013
CIBC World Markets August 2014 - Present
Board Meeting March 2013 - April 2014
Queen's Sports Industry Conference February 2011 - February 2014
CIBC World Markets June 2013 - August 2013
CIBC World Markets May 2012 - August 2012
CI Financial May 2011 - May 2011
Skills
Event Planning, Teamwork, Microsoft Office, Public Speaking, Financial Analysis, Marketing Strategy, Team Leadership
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, First Class
Universidade Católica Portuguesa 2013 — 2013
Bobby McDonald's CI Financial Experience May 2011 - August 2011
Job Sales Coordinator at Resolver GRC Solutions
Industry Financial Services
Experience
Resolver - GRC Solutions June 2015 - Present
Mercer and Associates December 2014 - Present
CI Investments Inc. – Canada’s Investment Company September 2014 - June 2015
esntl. apparel January 2013 - December 2014
Sunnybrae Golf Course November 2013 - September 2014
CI Investments Inc. – Signature Global Advisors June 2012 - August 2012
CI Investments Inc. – Cambridge Advisors January 2012 - February 2012
Solium September 2011 - December 2011
CI Financial May 2011 - August 2011
Humber River Hospital May 2010 - September 2010
Skills
Financial Modeling, Creative Problem Solving, Microsoft Excel, Writing, Web Analytics, Mandarin, Marketing Communications, Data Analysis, New Business Development, Entrepreneurship, Research, Marketing, Foreign Exchange, Value Investing, Chess, Customer Service, Team Leadership, Social Media, Teamwork, Management, Microsoft Office
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), International Management
Guanghua School of Management 2012 — 2012
Bachelor of Commerce (BCom), International Business/Trade/Commerce
St. Andrew's College 2002 — 2009
Resolver - GRC Solutions June 2015 - Present
Mercer and Associates December 2014 - Present
CI Investments Inc. – Canada’s Investment Company September 2014 - June 2015
esntl. apparel January 2013 - December 2014
Sunnybrae Golf Course November 2013 - September 2014
CI Investments Inc. – Signature Global Advisors June 2012 - August 2012
CI Investments Inc. – Cambridge Advisors January 2012 - February 2012
Solium September 2011 - December 2011
CI Financial May 2011 - August 2011
Humber River Hospital May 2010 - September 2010
Skills
Financial Modeling, Creative Problem Solving, Microsoft Excel, Writing, Web Analytics, Mandarin, Marketing Communications, Data Analysis, New Business Development, Entrepreneurship, Research, Marketing, Foreign Exchange, Value Investing, Chess, Customer Service, Team Leadership, Social Media, Teamwork, Management, Microsoft Office
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), International Management
Guanghua School of Management 2012 — 2012
Bachelor of Commerce (BCom), International Business/Trade/Commerce
St. Andrew's College 2002 — 2009
Alina (Alina Thomas) Puthenmadathil, MBA Alina (Alina Thomas) Puthenmadathil, MBA's CI Financial Experience January 2011 - April 2011
Job Senior Analyst/Manager at Healthfirst
Industry Information Technology and Services
Experience
Healthfirst August 2015 - Present
Horizon Blue Cross Blue Shield of New Jersey May 2014 - April 2015
Horizon Blue Cross Blue Shield of New Jersey April 2013 - April 2014
Standard Chartered Bank January 2013 - April 2013
KPMG Canada January 2012 - April 2012
Shaw Media May 2011 - December 2011
CI Financial January 2011 - April 2011
Canada Revenue Agency January 2009 - May 2010
International Business Communication Conferences (IBC Gulf) September 2005 - August 2007
Skills
Microsoft Excel, Photoshop, Taleo, Crystal Reports, Sharepoint, Microsoft Word, Microsoft Project, Microsoft PowerPoint, Microsoft Visio, Microsoft Access, Microsoft Outlook, ClearQuest, Lotus Notes, Planview, PeopleSoft, HP Asset Manager, HP Service Manager
Education
Laurentian University/Université Laurentienne 2007 — 2010
Master of Business Administration (MBA), Business Administration/Management
Champlain College 2002 — 2005
Bachelor of Science in Business (Bsc), Business Administration/Management ; Major : Marketing
Healthfirst August 2015 - Present
Horizon Blue Cross Blue Shield of New Jersey May 2014 - April 2015
Horizon Blue Cross Blue Shield of New Jersey April 2013 - April 2014
Standard Chartered Bank January 2013 - April 2013
KPMG Canada January 2012 - April 2012
Shaw Media May 2011 - December 2011
CI Financial January 2011 - April 2011
Canada Revenue Agency January 2009 - May 2010
International Business Communication Conferences (IBC Gulf) September 2005 - August 2007
Skills
Microsoft Excel, Photoshop, Taleo, Crystal Reports, Sharepoint, Microsoft Word, Microsoft Project, Microsoft PowerPoint, Microsoft Visio, Microsoft Access, Microsoft Outlook, ClearQuest, Lotus Notes, Planview, PeopleSoft, HP Asset Manager, HP Service Manager
Education
Laurentian University/Université Laurentienne 2007 — 2010
Master of Business Administration (MBA), Business Administration/Management
Champlain College 2002 — 2005
Bachelor of Science in Business (Bsc), Business Administration/Management ; Major : Marketing
grace perri grace perri's CI Financial Experience 2013 - 2015
Job Freelance Graphic designer
Industry Graphic Design
Experience
graceperridesigns 2010 - Present
CI Financial 2013 - 2015
Guidelines Advertising Ltd 2012 - 2014
Digital Imaging Solutions Inc. March 2011 - June 2011
CI Investments January 2008 - May 2010
Guidelines Advertising 1996 - 2006
Skills
Graphic Design, Advertising, Photoshop, Graphics, Marketing Strategy, Typography, QuarkXPress, Desktop Publishing, Adobe Creative Suite, Corporate Branding, Art Direction, Adobe Acrobat, Illustrator, InDesign, Corporate Identity, Marketing
Education
Seneca College of Applied Arts and Technology
graceperridesigns 2010 - Present
CI Financial 2013 - 2015
Guidelines Advertising Ltd 2012 - 2014
Digital Imaging Solutions Inc. March 2011 - June 2011
CI Investments January 2008 - May 2010
Guidelines Advertising 1996 - 2006
Skills
Graphic Design, Advertising, Photoshop, Graphics, Marketing Strategy, Typography, QuarkXPress, Desktop Publishing, Adobe Creative Suite, Corporate Branding, Art Direction, Adobe Acrobat, Illustrator, InDesign, Corporate Identity, Marketing
Education
Seneca College of Applied Arts and Technology
Evan Delaney, CIM Evan Delaney, CIM's CI Financial Experience August 2014 - March 2015
Job Associate at Burgundy Asset Management
Industry Investment Management
Experience
Burgundy Asset Management April 2015 - Present
CI Financial August 2014 - March 2015
CI Financial January 2014 - August 2014
P. Delaney & Associates July 2009 - December 2013
NBCN May 2010 - September 2012
Skills
Investments, Finance, Financial Services, Economics, Financial Analysis, Investment Management, Microsoft Excel, Mutual Funds, Capital Markets, Wealth Management, Asset Allocation, Portfolio Management, Financial Modeling, Banking, Credit, Financial Markets, Microsoft Word, PowerPoint, Valuation, Investment Strategies, Asset Management, Equities, Customer Service
Education
McGill University 2009 — 2013
Bachelor of Arts (B.A.), Economics
CFA Institute 2014 — 2016
Canadian Securities Institute (CSI)
Investments and Securities
De La Salle College 2005 — 2009
Honours High School Diploma
Burgundy Asset Management April 2015 - Present
CI Financial August 2014 - March 2015
CI Financial January 2014 - August 2014
P. Delaney & Associates July 2009 - December 2013
NBCN May 2010 - September 2012
Skills
Investments, Finance, Financial Services, Economics, Financial Analysis, Investment Management, Microsoft Excel, Mutual Funds, Capital Markets, Wealth Management, Asset Allocation, Portfolio Management, Financial Modeling, Banking, Credit, Financial Markets, Microsoft Word, PowerPoint, Valuation, Investment Strategies, Asset Management, Equities, Customer Service
Education
McGill University 2009 — 2013
Bachelor of Arts (B.A.), Economics
CFA Institute 2014 — 2016
Canadian Securities Institute (CSI)
Investments and Securities
De La Salle College 2005 — 2009
Honours High School Diploma
Jan Sampson Jan Sampson's CI Financial Experience November 2008 - May 2012
Job Vice President, Sales & Marketing at CI Investments
Industry Financial Services
Experience
CI Investments October 2010 - Present
CI Financial November 2008 - May 2012
Assante Wealth Management March 2006 - November 2008
IQON Financial Inc. September 1997 - March 2006
Manulife Financial 1996 - 1997
Skills
Business Analysis, Business Strategy, Investment Advisory, Investments, Mutual Funds, Relationship Management, Strategic Financial..., Wealth Management, Strategic Planning, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Retirement Planning, Management
Education
University of Manitoba 1988 — 1992
Bachelor of Commerce (Honors), Finance, Marketing
CI Investments October 2010 - Present
CI Financial November 2008 - May 2012
Assante Wealth Management March 2006 - November 2008
IQON Financial Inc. September 1997 - March 2006
Manulife Financial 1996 - 1997
Skills
Business Analysis, Business Strategy, Investment Advisory, Investments, Mutual Funds, Relationship Management, Strategic Financial..., Wealth Management, Strategic Planning, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Retirement Planning, Management
Education
University of Manitoba 1988 — 1992
Bachelor of Commerce (Honors), Finance, Marketing
Scott Pehleman Scott Pehleman's CI Financial Experience May 1999 - December 2003
Job Investment Advisor at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse May 2006 - Present
TD Waterhouse Private Investment Advice 2006 - Present
First Data Corporation September 2005 - April 2006
CI Financial May 1999 - December 2003
CIBC April 1991 - April 1999
American Express 1986 - 1991
Skills
Wealth Management, Asset Management, Financial Planning, Investments, Portfolio Management, Banking, Insurance, Financial Services, Financial Advisory, Securities, Relationship Management, Investment Management, Mutual Funds, Investment Strategies
Education
Queen's University 2005 — 2006
MBA
University of Toronto - Victoria University 1978 — 1982
B.A Hons, Commerce, Economic & Pol Sci
TD Waterhouse May 2006 - Present
TD Waterhouse Private Investment Advice 2006 - Present
First Data Corporation September 2005 - April 2006
CI Financial May 1999 - December 2003
CIBC April 1991 - April 1999
American Express 1986 - 1991
Skills
Wealth Management, Asset Management, Financial Planning, Investments, Portfolio Management, Banking, Insurance, Financial Services, Financial Advisory, Securities, Relationship Management, Investment Management, Mutual Funds, Investment Strategies
Education
Queen's University 2005 — 2006
MBA
University of Toronto - Victoria University 1978 — 1982
B.A Hons, Commerce, Economic & Pol Sci
Clementino Rosioru's CI Financial Experience October 2010 - December 2011
Job Software Engineer at Openlane
Industry Information Technology and Services
Experience
Openlane March 2014 - Present
Scotiabank July 2013 - February 2014
Univeris January 2012 - July 2013
CI Financial October 2010 - December 2011
CGI September 2007 - October 2010
ES3 December 2006 - August 2007
IFDS Group 2001 - 2006
CELESTICA INC. Toronto October 1997 - February 2001
Skills
Spring, JSP, XML, Struts, Ant, J2EE, Tomcat, Oracle SQL, Web Services, SQL, Eclipse, Java, UML, JavaScript, AJAX, CSS, HTML, Application Development, Design Patterns, SOA, Data Modeling, Agile, Programming, C++, Linux, Windows
Education
University of Bucharest 1983 — 1988
Master's degree, Electrical, Electronics and Communications Engineering
Openlane March 2014 - Present
Scotiabank July 2013 - February 2014
Univeris January 2012 - July 2013
CI Financial October 2010 - December 2011
CGI September 2007 - October 2010
ES3 December 2006 - August 2007
IFDS Group 2001 - 2006
CELESTICA INC. Toronto October 1997 - February 2001
Skills
Spring, JSP, XML, Struts, Ant, J2EE, Tomcat, Oracle SQL, Web Services, SQL, Eclipse, Java, UML, JavaScript, AJAX, CSS, HTML, Application Development, Design Patterns, SOA, Data Modeling, Agile, Programming, C++, Linux, Windows
Education
University of Bucharest 1983 — 1988
Master's degree, Electrical, Electronics and Communications Engineering
Todd Schell, PMP's CI Financial Experience March 2004 - January 2007
Job Project Manager at Manulife Financial
Industry Financial Services
Experience
Manulife Financial January 2007 - Present
CI Financial March 2004 - January 2007
Unisen Inc February 2003 - March 2004
AGF Management Limited May 1999 - February 2003
Skills
Financial Services, Project Management, Portfolio Management..., Change Management, Product Management, Business Process..., Project Delivery, Vendor Management, SDLC, Process Improvement, New Business Development, Financial Analysis, Banking, Portfolio Management
Education
The University of Western Ontario 1996 — 1997
BA, Economics
Canisius College 1993 — 1995
Economics
Northeastern Oklahoma A&M College 1992 — 1993
Manulife Financial January 2007 - Present
CI Financial March 2004 - January 2007
Unisen Inc February 2003 - March 2004
AGF Management Limited May 1999 - February 2003
Skills
Financial Services, Project Management, Portfolio Management..., Change Management, Product Management, Business Process..., Project Delivery, Vendor Management, SDLC, Process Improvement, New Business Development, Financial Analysis, Banking, Portfolio Management
Education
The University of Western Ontario 1996 — 1997
BA, Economics
Canisius College 1993 — 1995
Economics
Northeastern Oklahoma A&M College 1992 — 1993
Charles Luo's CI Financial Experience April 2010 - Present
Job Business Systems Analyst at CI Financial
Industry Financial Services
Experience
CI Financial April 2010 - Present
Odyssey Financial Technologies October 2008 - April 2010
Perimeter Financial 2007 - October 2008
Bank of America 2006 - 2007
Education
DePaul University
M.S., Computer Science
CI Financial April 2010 - Present
Odyssey Financial Technologies October 2008 - April 2010
Perimeter Financial 2007 - October 2008
Bank of America 2006 - 2007
Education
DePaul University
M.S., Computer Science
Doug Jamieson's CI Financial Experience May 2005 - Present
Job EVP Finance & CFO at CI Financial
Industry Investment Management
Experience
CI Financial May 2005 - Present
CI Investments Inc. March 1995 - May 2005
BDO Dunwoody May 1987 - January 1992
Skills
Financial Reporting, Strategic Financial..., Finance, Financial Analysis, Corporate Finance, Investor Relations, Mergers, Private Equity, Financial Modeling
Education
Ivey Business School at Western University 1992 — 1994
MBA, Finance
University of Waterloo 1986 — 1991
MAcc, Accounting
CI Financial May 2005 - Present
CI Investments Inc. March 1995 - May 2005
BDO Dunwoody May 1987 - January 1992
Skills
Financial Reporting, Strategic Financial..., Finance, Financial Analysis, Corporate Finance, Investor Relations, Mergers, Private Equity, Financial Modeling
Education
Ivey Business School at Western University 1992 — 1994
MBA, Finance
University of Waterloo 1986 — 1991
MAcc, Accounting
Aileen Baylon-Headrick's CI Financial Experience June 2013 - Present
Job Business System Analyst at CI Financial
Industry Information Technology and Services
Experience
CI Financial June 2013 - Present
Brookfield Properties September 2010 - June 2013
Ministry of Government Services December 2009 - June 2010
Hewlett-Packard August 2008 - March 2009
Cybersoft Integrated Geoinformatics, Inc. July 2005 - August 2008
Leverage Systems Technologies Inc July 2004 - March 2005
Skills
Requirements Analysis, Analysis, Documentation, Business Analysis, Microsoft Office, Databases, Excel, Business Requirements, linux, Crystal Reports, SQL, DB2, MySQL, Perl, Java, Visio, HTML, Microsoft Excel, Linux, SDLC, Software Documentation, Testing, Requirements Gathering
Education
University of the Philippines 2006 — 2009
Masters
AMA University 2000 — 2003
Bachelor of Science
CI Financial June 2013 - Present
Brookfield Properties September 2010 - June 2013
Ministry of Government Services December 2009 - June 2010
Hewlett-Packard August 2008 - March 2009
Cybersoft Integrated Geoinformatics, Inc. July 2005 - August 2008
Leverage Systems Technologies Inc July 2004 - March 2005
Skills
Requirements Analysis, Analysis, Documentation, Business Analysis, Microsoft Office, Databases, Excel, Business Requirements, linux, Crystal Reports, SQL, DB2, MySQL, Perl, Java, Visio, HTML, Microsoft Excel, Linux, SDLC, Software Documentation, Testing, Requirements Gathering
Education
University of the Philippines 2006 — 2009
Masters
AMA University 2000 — 2003
Bachelor of Science
Kevin Hou's CI Financial Experience August 2012 - December 2014
Job Risk Management Associate at TD
Industry Financial Services
Experience
TD May 2015 - Present
CI Financial August 2012 - December 2014
Molisana Imports May 2011 - August 2012
Skills
Financial Analysis, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Microsoft Excel, Account Reconciliation, Forecasting, IFRS, Auditing, Corporate Finance, Risk Management
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Finance
York University 2008 — 2011
Bachelor of Administrative Studies Specialized Honours, Accounting
Centennial College 2006 — 2007
Diploma of Business, Accounting and Business
TD May 2015 - Present
CI Financial August 2012 - December 2014
Molisana Imports May 2011 - August 2012
Skills
Financial Analysis, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Microsoft Excel, Account Reconciliation, Forecasting, IFRS, Auditing, Corporate Finance, Risk Management
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Finance
York University 2008 — 2011
Bachelor of Administrative Studies Specialized Honours, Accounting
Centennial College 2006 — 2007
Diploma of Business, Accounting and Business
Gabriela Iacob Divljakovic's CI Financial Experience June 2009 - October 2010
Job Segregated Funds Representative at TD Bank Financial Group
Industry Financial Services
Experience
TD Bank Financial Group October 2010 - Present
CI Financial June 2009 - October 2010
Skills
Segregated Funds, Banking
Education
Centennial College 2003 — 2006
Business Admin., International Business
TD Bank Financial Group October 2010 - Present
CI Financial June 2009 - October 2010
Skills
Segregated Funds, Banking
Education
Centennial College 2003 — 2006
Business Admin., International Business
Arleen Miranda's CI Financial Experience June 2013 - Present
Job Mutual Funds Processing Associate
Industry Accounting
Experience
CI Financial June 2013 - Present
Kidstech Learning Center April 2003 - January 2013
Land Bank of the Philippines November 1991 - August 2002
Skills
Accounting, Budgeting, Financial Reporting, Audit, Auditing, Banking, Tax, Preparation, Internal Controls
Education
University of Santo Tomas 1984 — 1988
Bachelor of Science (BSc), Major in Accounting
CI Financial June 2013 - Present
Kidstech Learning Center April 2003 - January 2013
Land Bank of the Philippines November 1991 - August 2002
Skills
Accounting, Budgeting, Financial Reporting, Audit, Auditing, Banking, Tax, Preparation, Internal Controls
Education
University of Santo Tomas 1984 — 1988
Bachelor of Science (BSc), Major in Accounting
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