CI Financial Executive and Leadership Team

Ethan Feldman, the Chief Operating Officer at CI Financial, directs the operational framework supporting global wealth and asset management advisory services. Overseeing daily business functions, Feldman ensures the seamless execution of strategies designed to meet evolving client needs and enhance shareholder value. This leadership involves optimizing internal processes and resource allocation across the organization. Feldman's focus on operational efficiency directly contributes to the company's commitment to delivering high-quality products and services. By managing the intricate network of operational activities, the Chief Operating Officer drives the company's capacity for innovation and platform evolution. Feldman's role is critical in maintaining the agility required to respond to dynamic market conditions and sustain strong financial performance for CI Financial.

Derek Green, the President at CI Financial, provides overarching leadership and strategic direction for the company's global wealth and asset management advisory services. Green's presidency guides the organization's response to evolving client needs and market dynamics, ensuring sustained growth and shareholder value. This executive role involves fostering collaboration across all business units to drive innovation and operational excellence. The President oversees the strategic implementation of initiatives aimed at enhancing client satisfaction and expanding market reach. Derek Green's leadership is instrumental in maintaining CI Financial's commitment to delivering high-quality products and services. By setting the executive vision, the President ensures the company's continued evolution and adaptation in the competitive financial landscape, reinforcing its position as a trusted advisor.

Marc-André Lewis, the CI Financial President & Chief Investment Officer at CI Financial, leads the firm's investment strategy and oversees its global asset management operations. Lewis is responsible for developing and executing investment philosophies that aim to generate strong returns for shareholders while meeting diverse client objectives. This executive function involves rigorous market analysis, portfolio construction, and risk management across various asset classes. The CI Financial President & Chief Investment Officer guides the investment teams in identifying opportunities and navigating market volatility. Marc-André Lewis's deep expertise in investment management is central to CI Financial's mission of providing superior advisory services. By directing investment capital and shaping market outlooks, Lewis ensures the company's continued success and its commitment to client prosperity.

Scott Dewar, the Chief Technology Officer at CI Financial, architects the technological infrastructure underpinning the firm's global wealth and asset management operations. Dewar drives the innovation and evolution of digital platforms, ensuring they meet the sophisticated demands of clients and support the company's strategic growth objectives. This involves overseeing the development and implementation of cutting-edge technology solutions that enhance service delivery and operational efficiency. The Chief Technology Officer's mandate includes safeguarding data integrity and advancing cybersecurity measures across all systems. Dewar's leadership ensures CI Financial remains at the forefront of technological advancement in the finance sector. By managing the technology roadmap, Scott Dewar enables the company to anticipate and respond effectively to market changes, thereby reinforcing its commitment to delivering superior client experiences and robust shareholder returns.

Richard Pooran, the Chief Technology Officer & Senior VP at CI Financial, spearheads the strategic direction and execution of technology initiatives across the enterprise. Pooran's dual role emphasizes a deep integration of technological advancement with senior leadership oversight, focusing on enhancing the firm's global wealth and asset management capabilities. This involves driving the modernization of IT systems and fostering a culture of continuous technological improvement to meet client expectations and shareholder demands. The Chief Technology Officer & Senior VP ensures that technology investments align with CI Financial's long-term vision for innovation and service excellence. Pooran's leadership is pivotal in developing scalable and secure technological solutions that support the company's expanding market presence and evolving service offerings. By managing critical technology infrastructure, Richard Pooran reinforces CI Financial's competitive edge.

Edward Kelterborn, the Chief Legal Officer & Executive Vice President at CI Financial, directs all legal affairs and corporate governance functions. Kelterborn ensures the company's operations and strategic initiatives adhere to all applicable laws and regulations, safeguarding CI Financial's interests and reputation. This critical role involves managing legal risks, overseeing compliance frameworks, and advising senior leadership on complex legal matters related to wealth and asset management. The Chief Legal Officer & Executive Vice President plays a key part in structuring transactions and mitigating potential liabilities. Edward Kelterborn's expertise is vital in navigating the intricate regulatory environment of the financial services industry, supporting the company's commitment to ethical practices and strong shareholder returns. Kelterborn's guidance ensures robust legal foundations for CI Financial's ongoing innovation and client service.