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CI Financial Corp (CIX.TO)

CIX.TO on Toronto Stock Exchange

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Summary

Name Age Since Current Position

William Holland

61 2017 Chairman of the Board

Darie Urbanky

2019 President, Chief Operating Officer

Kurt MacAlpine

38 2019 Chief Executive Officer, Director

Douglas Jamieson

2010 Chief Financial Officer, Executive Vice President

Roy Ratnavel

Executive Vice President, Head of Sales

Lorraine Blair

2019 Executive Vice President, Chief Talent Officer

Rohit Mehta

2017 Executive Vice President

Edward Kelterborn

Chief Legal Officer

Thomas Muir

64 2018 Lead Independent Director

Sheila Murray

64 2019 Director

William Butt

57 2019 Independent Director

Brigette Chang-Addorisio

43 2018 Independent Director

David Miller

70 2013 Independent Director

Paul Perrow

56 2018 Independent Director

Biographies

Name Description

William Holland

Mr. William Thomas Holland serves as Chairman of the Board of the Company. Mr. Holland is the Chairman of the Corporation. After holding increasingly senior positions with the Corporation and its predecessors since 1989, Mr. Holland served as Chief Executive Officer of the Corporation for more than ten years until September 2010.

Darie Urbanky

Mr. Darie P. Urbanky serves as President, Chief Operating Officer of the Company. Prior to June 2019, Executive Vice-President and Chief Operating Officer, since September 2018. Prior to September 2018, Executive Vice-President since February 2018. Chief Operating Officer, CI Investments, since September 2018*. Prior to September 2018, Executive Vice-President and Chief Technology Officer since February 2018. Prior to February 2018, Senior Vice-President and Chief Technology Officer, CI Investments since July 2016. Prior to July 2016, Vice-President, CI Investments since October 2010.

Kurt MacAlpine

Mr. Kurt MacAlpine serves as Chief Executive Officer, Director of the Company. 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. He was a member of the company’s global executive management committee and sat on the boards of several of its international entities. 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.

Douglas Jamieson

Mr. Douglas J. Jamieson serves as Chief Financial Officer, Executive Vice President of the Company. Prior to June 2013, Senior Vice-President since December 2008.

Roy Ratnavel

Lorraine Blair

Ms. Lorraine P. Blair serves as Executive Vice President, Chief Talent Officer of the Company.Prior to May 2019, Senior Vice-President, Human Resources, CI Investments since December 2010.

Rohit Mehta

Mr. Rohit Dev Mehta is Executive Vice-President of the Company. President, First Asset since May 2017. Prior to May 2017 Vice-President, First Asset since October 2009.

Edward Kelterborn

Mr. Edward D. Kelterborn serves as Chief Legal Officer of the Company. He is Director, Senior Vice-President and General Counsel, CI Investments, since February 2019*, Senior Vice-President and General Counsel, CI Investments since March 2017. Prior to March 2017, General Counsel, CI Investments since September 2016. Prior to September 2016, Senior Vice-President, Legal & Operations, First Asset since July 2012.

Thomas Muir

Mr. Thomas P. Muir serves as Lead Independent Director of the Company. Mr. Muir has over 35 years of experience in various accounting, investment banking and senior executive positions. Mr. Muir was Co-Managing Director of Muir Detlefsen & Associates Limited from 2007 through 2017. 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.

Sheila Murray

Ms. Sheila A. Murray serves as Director of the Company. Until March 31, 2019, Ms. Murray was the President of the Corporation. She first joined the Corporation in 2008 as Executive Vice-President, General Counsel and Secretary, and was President of the Corporation from 2016 to 2019. Prior to joining the Corporation Ms. Murray was a partner at Blake, Cassels & Graydon LLP specializing in public company financing and mergers and acquisitions. Ms. Murray is currently teaching securities regulation at Queen’s University. Ms. Murray holds a Bachelor of Commerce and LLB from Queen’s University.

William Butt

Mr. William E. Butt serves as Independent Director of the Company. Mr. Butt spent many years with BMO Financial Group (“BMO”), 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. Mr. Butt sat on BMO's Management Committee and BMO Capital Markets' Executive Operating and Management Committees. He currently serves on the Board of Directors of OMERS Administration Corporation and acts as Chair of its Investment Committee. He holds a Bachelor of Commerce from the University of Windsor, an MBA from the Ivey Business School, and the ICD.D designation from the Institute of Corporate Directors.

Brigette Chang-Addorisio

Ms. Brigette Chang-Addorisio is Independent Director of the Company. Ms. Chang-Addorisio is President of the Raymond Chang Foundation, a charitable foundation established by the late G. Raymond Chang, one of the Corporation’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 Bachelor of Commerce from Queen’s University and a Bachelor of Education from the University of Toronto.

David Miller

Mr. David P. Miller serves as Independent Director of the Company. Until December 2018, Mr. Miller was the Chief Legal and Corporate Affairs Officer and Secretary of Rogers Communications Inc. He had been with Rogers for over 30 years in increasingly senior roles and has extensive experience in acquisitions and public and private financing. Since 2018, Mr. Miller has been a Distinguished Fellow at the Ted Rogers School of Management at Ryerson University. Mr. Miller holds a BCL and LLB from McGill University.

Paul Perrow

Mr. Paul J. Perrow serves as Independent Director of the Company. Mr. Perrow has over 30 years of experience in the asset management industry. Mr. Perrow was Senior Vice President, Director of Sales and Marketing with CI Investments Inc. until December 1996. From 1996 to 2013 he 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.

Basic Compensation