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:
Modernize asset management business
- Evolving demographics
- Shifts in investor preferences
- Changing expectations for servicing and support
- Ongoing regulatory change
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
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
To learn more, watch the video below.
CEO update
CI Financial’s Strategic Priorities – Update from CEO Kurt MacAlpine
November 2019
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