Jock MacDonald provides an integrated approach to assisting a select group of individuals and their families manage their financial affairs. He focuses on helping his clients achieve their personal financial goals, minimize taxes and preserve capital. His expertise includes tax, estate and succession planning, helping his clients navigate business sales and corporate reorganizations, and a disciplined approach to portfolio management, which has been very successful for his clients over the last 27 years. Mr. MacDonald is a founder of CI Private Wealth. Prior to CI Private Wealth, he co-founded a large North American wealth management firm which he left to set up CI Private Wealth. He has also worked as a consultant to business owners on succession planning and finance, as a management consultant for a New York-based firm focused on investment policy and risk management, and managed a billion dollar portfolio of fixed income securities for a large institution in Canada. Mr. MacDonald is a registered Portfolio Manager. He achieved an Honours MBA from the University of Western Ontario and an Honours Bachelor of Science in chemical engineering from Queen’s University. He lives in Toronto with his wife, Janet, and their three children.
As an Associate Principal of CI Private Wealth, Sarah Varley works with high net worth families and individuals to help them manage their financial affairs and achieve their financial goals and objectives. Ms. Varley has worked in the investment industry for over 10 years and has extensive client service experience. Prior to joining CI Private Wealth, she was responsible for client service, business development and relationship management for CI Investments’ institutional clients, including large and small corporations, pension plans, endowments and foundations. Ms. Varley holds the Chartered Investment Manager (CIM®) and Certified Investment Management Analyst (CIMA®) designations and is a member of the Investments and Wealth Institute. She is a registered Portfolio Manager and licensed to provide insurance services. Ms. Varley earned a Bachelor of Science in biology from Dalhousie University. In her free time, she is actively engaged in the Toronto community and can often be found on the tennis courts.
Joanne Dereta is a Founder, Managing Director and Principal of CI Private Wealth. Joanne manages wealth for millionaires. How did her clients get that way? Some of them saved it, some of them inherited it, some of them married it and some of them built their wealth themselves, from the ground up. But they all have reached the realization that the most important thing now is to make the most of it. So, Ms. Dereta’s specialty is quarterbacking comprehensive wealth management for her exclusive group of high net worth individuals and families, preferably through generations. For over 20 years, she has advised business owners, lawyers, retirees and their families in planning and managing their wealth. She is very effective at personally guiding her clients toward a Financial Life in Order, a process she personally designed, in order to take her clients from chaos to confidence. Ms. Dereta is both a Certified Financial Planner (CFP®) and Registered Financial Planner (R.F.P.), who holds an MBA from Queen’s University, as well as the Chartered Investment Manager (CIM®) and Trust and Estate Practitioner (TEP) designations. In 2003, Ms. Dereta established Jo's Snowflake Fund, a charitable trust, providing Comfort Packs to children who, through no fault of their own, find themselves in Toronto homeless shelters. This gifting is done through the valuable involvement of Windfall Clothing Service. Ms. Dereta also supports UNICEF, Toronto's Hospital for Sick Children, Share Plan, The Stop, Pathways to Education and AMREF (the African Medical Research Foundation).
Dan Finegan is one of the founders of CI Private Wealth and predecessor companies, Assante Asset Management and Equion Securities, with a career spanning over 30 years in the wealth management industry. Mr. Finegan works with affluent families in and around the Toronto area. At CI Private Wealth, the emphasis is on managing clients’ overall wealth, helping clients reach their financial objectives, preserve and grow their capital, minimize their tax and ensure that their retirement, estate and succession planning are current and in order. Mr. Finegan has a Bachelor of Science from Michigan State University, holds the Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI®). Mr. Finegan is an active contributor to the Dorothy Ley Hospice, is a member at St. Georges Golf and Country Club, Oviinbyrd Golf Club in Muskoka, and lives in the Kingsway area of Toronto with his wife, Lesley.
For over 35 years, Rob Pierce has helped high net worth families, individuals, executives, entrepreneurs, corporations, foundations and trusts meet their wealth management objectives. Mr. Pierce is registered as a Portfolio Manager with the Ontario Securities Commission, the industry’s highest designation. He is the co-founder of CI Private Wealth (a wholly owned subsidiary of CI Financial), and its predecessor companies; Assante Asset Management and Equion Securities. Mr. Pierce has a history of business success, as well as being a skilled Portfolio Manager and business advisor. Mr. Pierce is co-author of The Family TRĒ, The Total Return Experience, a book that examines and details the management, practices and philosophy of the family office business in Canada, which was written and published in 2017. Mr. Pierce is past Chairman of the Board of Governors at the Royal Ontario Museum, a position he held from 2012 to 2019. A Governor at the ROM since 1998, Mr. Pierce co-chairs the Finance and Investment Committee and is a member of the Executive Committee. Mr. Pierce is a recipient of the prestigious Ontario Lieutenant Governors Distinguished Services Award for service to the ROM in 2019. He holds an economics degree from the University of Western Ontario, is a Master of Philosophy candidate at Georgetown University in Washington D.C. and studies at Harvard and the University of Toronto. Mr. Pierce balances his professional endeavors with spending time at Rosedale Golf Club, Country Club of Florida, The Granite Club, The ROM, cycling, skiing, travel and helping others. Mr. Pierce believes a family’s wealth extends well beyond its financial resources as it includes their collective skills and competences, intellectual knowledge, and by far the most important, the family’s reputation for fairness and decency in its business and community relationships. Building one of the largest financial/investments advisory businesses in Canada for the past 35 years, Mr. Pierce’s expertise and sound advice is a sought-after commodity. He resides in Toronto and has three children.
With almost 20 years of financial industry experience, Gina Scola's focus is on the creation and implementation of wealth management solutions for the affluent community. As a member of the CI Financial group of companies since 2006, Ms. Scola specializes in discretionary investment management and comprehensive wealth planning services. Prior to joining CI Private Wealth, Ms. Scola was Senior Vice-President of Knight Bain Private Counsel. She also previously held the role of Vice-President, Investment Services and Associate Portfolio Manager at a prominent investment counsel firm. From 1993 to 2001, Ms. Scola was Director of Investment Services at a major Canadian financial institution, and an eight-time recipient of the President's Award for her outstanding performance during her tenure. Ms. Scola is a Portfolio Manager who holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, and is experienced on insurance matters. She also holds a Bachelor of Arts (Hons) degree from the University of Toronto. Ms. Scola has been featured in several regional and national business publications. In addition, she was highlighted in the 2003 book Made in Canada: The Italian Way, as one of 32 successful Canadian entrepreneurs of Italian origin.
Keith Thomson began his career in 1985 as a financial advisor with McLeod Young Weir. He is a Fellow of The Canadian Securities Institute (FCSI®) which places him in an elite group of only 5% of financial advisors in Canada to have obtained this distinction. He is a licensed Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) with a specialized focus in philanthropy. Mr. Thomson has had numerous articles featured in such publications such as The Globe and Mail and CPA Magazine, the latter being read monthly by over 90,000 Chartered Professional Accountants. Mr. Thomson currently serves on the board of Seva Canada, whose mission is to restore sight and prevent blindness in the developing world. For over five years he was Chair of The African Medical and Research Foundation and has served on the boards of The Power Plant Contemporary Art Gallery and The Toronto Foundation. For over two decades, Mr. Thomson has funded his own family foundation supporting initiatives in Canada and around the world. Every year, and at a minimum, 10% of all business income is donated to a wide range of charitable organizations locally, nationally and internationally. To learn more about his philanthropic initiatives please visit Philanthropy Matters. He, his wife, Tanja, their daughter Kiera, and dog Haggis, reside in the Beach neighborhood of Toronto.
Alan Cranfield is a Principal with CI Private Wealth, a division of CI Private Counsel LP. Mr. Cranfield specializes in helping successful senior business executives and entrepreneurs to gain financial peace of mind so they can spend more time enjoying their families, maintaining good health and living life to the fullest.
As a founding shareholder of a national wealth management company, Mr. Cranfield is in a better position than most advisors to understand the unique needs of high net worth clients. He is committed to building long-term client relationships based on trust, results and a genuine enjoyment of each other’s company. He limits his practice to less than 50 clients so that he can provide each client with a high level of attention and personal service.
Since 1983, Mr. Cranfield has been dedicated to helping his clients achieve their financial goals. He has earned the professional designations of Certified Financial Planner™ practitioner (CFP) and Registered Financial Planner (R.F.P.). In addition to passing comprehensive examinations, continuing education is a requirement of maintaining these designations. Mr. Cranfield also attended the Harvard Kennedy School, Investment Decisions and Behavioral Finance course, in 2004 and 2008.
Successful individuals and families work with Mr. Cranfield to:
Mr. Cranfield grew up in Hamilton, Ontario, where he earned a Bachelor of Arts degree in economics and business from McMaster University. After graduating, he worked at IBM Canada for more than a decade, where he was recognized as President of the Office Products Division 100% Club in 1969. He also spent four years at AES Data, where he managed one of the company’s most successful branches and helped market one of the first models of the personal computer.
As a member of a team with Alan Cranfield, Donnie Doran helps manage the financial affairs of a select group of affluent families in order to maintain and grow their wealth, allowing them to live their dreams worry free. CI Private Wealth employs a consultative process of holistic, integrated wealth management solutions. Using two distinct Investment Policy Questionnaires, Mr. Doran ensures every investment policy is tailored to compliment the individual needs of each client family and is then responsible for overseeing the implementation of that policy, using The Strategic Wealth Management Cycle. A CFA Charterholder and registered Portfolio Manager with over 15 years of industry experience, Mr. Doran's commitment to a world-class, process-driven approach to investment management stems from his belief that we serve our client’s needs best by employing a team of experts to specialize in each step of the process. Prior to joining CI Private Wealth, Mr. Doran spent many years focusing on the investment side of a client’s wealth plan, but more importantly, also on the holistic financial planning side. His experience in the financial industry began in British Columbia with the largest independent brokerage in Canada, followed by a move to Ontario to join one of the large banks. After a few years, Mr. Doran made the switch to United Financial, a sister company of CI Private Wealth, as an Investment Counsellor concentrating on managed money and in-depth wealth planning for successful families throughout Ontario and Manitoba. Donnie split his childhood and early adult life between Winnipeg and Vancouver, but has made his full-time home in Ontario for the last 12 years. He also spent a couple of years in Tokyo, which kick-started his love of travel. Mr. Doran is an avid sports fan and participant, and you will often find him golfing, running, cycling, playing organized sports or being active with friends. Mr. Doran graduated from the University of Manitoba where he majored in finance. He is a CFA Charterholder and a member of the Toronto CFA Society.
As a Managing Director and Portfolio Manager at CI Private Wealth, Bryan Grenier brings extensive experience in managing all financial aspects of high net worth individuals’ lives. He assists clients in reaching their objectives by providing discretionary investment management and integrated wealth management solutions. Mr. Grenier began his career in the financial services industry over 13 years ago with Scotia Cassels Investment Management, where his focus was on investment planning, and he assisted in the management of over $300 million in assets. Mr. Grenier joined Loring Ward Private Counsel when the first Toronto office opened in 1997, and is one of the founding partners of CI Private Wealth. Mr. Grenier graduated from the University of Western Ontario with a bachelor's degree in economics. He continues to further his industry education, holding the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
As a managing director at CI Private Wealth, Shawn Khoorshed brings extensive experience in managing all financial aspects of high net worth individuals’ lives. He assists a select group of wealthy families in realizing their financial goals through ongoing retirement, tax and estate planning. Mr. Khoorshed works with affluent families, corporations, trusts and foundations across Canada and abroad. With over 15 years of experience in the financial services industry, Mr. Khoorshed started his career with a major international insurance company before joining Loring Ward Private Counsel shortly after the first Toronto office opened in the late 90s, and is one of the founding partners of CI Private Wealth. Mr. Khoorshed is a CFA Charterholder and a Certified Financial Planner (CFP®) as well as a member of the Toronto CFA Society and the CFA Institute. He earned a Bachelor of Commerce in management economics and finance from the University of Guelph. He lives in Oakville with his wife, Neelam, and their two children.
As an Associate Principal of CI Private Wealth, Sarah Varley works with high net worth families and individuals to help them manage their financial affairs and achieve their financial goals and objectives. Ms. Varley has worked in the investment industry for over 10 years and has extensive client service experience. Prior to joining CI Private Wealth, she was responsible for client service, business development and relationship management for CI Investments’ institutional clients, including large and small corporations, pension plans, endowments and foundations. Ms. Varley holds the Chartered Investment Manager (CIM®) and Certified Investment Management Analyst (CIMA®) designations and is a member of the Investments and Wealth Institute. She is a registered Portfolio Manager and licensed to provide insurance services. Ms. Varley earned a Bachelor of Science degree in biology from Dalhousie University. In her free time, she is actively engaged in the Toronto community and can often be found on the tennis courts.
Koel B. Loyer
As Principal and Wealth Advisor at CI Private Wealth, Koel Loyer brings extensive experience in managing the financial affairs of high net worth business owners, professionals and other successful Canadian families. Mr. Loyer has expertise in helping his clients optimize the use of their holding companies from a tax and investment perspective. He takes a “Family Office” approach, providing discretionary investment management and holistic, integrated wealth management solutions, with a special emphasis on tax planning and tax mitigation. Mr. Loyer has built a particular specialty in working with “family” business owners and senior lawyers at some of the country’s top firms. Prior to joining CI Private Wealth as a founding member in 2006, Mr. Loyer was an advisor with a large North American wealth management company for several years. An MBA graduate from the Michael G. Degroote School of Business at McMaster University, he also holds an Honours degree in commerce from Queen’s University. Mr. Loyer is a member of the Financial Planners Standards Council and holds several professional accreditations including the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Most recently, he has been awarded the coveted Fellow of the Canadian Securities Institute (FCSI) designation, placing him in the top 5% of all financial advisors in Canada. Mr. Loyer resides in Toronto’s Little Italy community and during his spare time, he is involved with The Canadian Association of Family Enterprise (CAFE), The Stop Community Food Centre in Toronto’s west end as well as serving on the ROM’s Executive Board for its Royal Patrons’ Circle. With a special passion for food and wine, he co-chairs “Joanne’s and Koel’s Wine Club”. Mr. Loyer works closely with his client families to provide specialized wealth planning strategies in the context of a very proactive, personal and caring relationship.
Michael Mallinos, a Managing Director and founding Partner of CI Private Wealth, brings extensive experience in managing all facets of a high net worth families’ financial affairs. Mr. Mallinos has worked for many years developing a ‘Family Office’ solution, dealing not only with investment, estate and tax planning, but also wealth and business succession planning. Understanding that wealth stewardship means more than just the numbers, he facilitates a focus on open and transparent communication with all family members. Helping families define their own unique “philosophy of wealth” as an integral step in creating the foundation on which a successful transition plan is built. With more than 18 years of experience in the financial services industry, Mr. Mallinos holds the Family Enterprise Advisor (FEA), the Certified Financial Planner (CFP®), the Financial Management Advisor (FMA) and the Chartered Investment Manager (CIM) designations, and is a registered Portfolio Manager. He earned his bachelor’s degree in economics from the University of Toronto and is involved in various charities, serving as the Chair of the Royal Patron’s Circle, the (past) Co-Chair of the Young Patron’s Circle and a current member of the Planned Giving Committee at the Royal Ontario Museum, as well as a founding member and board member of the Sarcoma Cancer Foundation of Canada. He and his wife reside in Toronto with their two children.
For over 20 years, Doug McCaw has provided wealth management services to high net worth individuals and families. He has helped them achieve personal financial goals by growing and preserving their wealth, minimizing personal taxes and simplifying their financial affairs. Many clients have expressed the benefits of a reduction in anxiety and a gain in peace of mind. Professional services are offered through an integrated wealth management approach covering two distinct services: a highly disciplined investment planning and management process and financial planning services that include family business transition counselling, retirement, tax, estate and insurance planning. In doing so, Mr. McCaw works closely with a client’s existing professional advisors. Clients are a select group of qualifying individuals who want to delegate responsibility for wealth management. Their objective is to find a trustworthy financial professional who has the exposure and experience to gain the knowledge required to understand their concerns and suggest workable solutions. A common characteristic is that these clients lack the time, desire or experience to manage family wealth but want to be kept regularly informed. Mr. McCaw’s knowledge comes from more than 40 years of exposure to numerous business and financial management issues. In his practice, he is supported by the CI Private Wealth in-house wealth management team, which adds strong investment, financial analysis, tax, legal and insurance expertise. Mr. McCaw graduated in business administration from Ryerson University, Toronto. He subsequently earned his Chartered Accountant (CA) designation with Ernst & Young. He is also a Certified Financial Planner (CFP®) and holds the Chartered Investment Manager (CIM) certification.
Manny Kelaidis joined our team after more than 19 years working in corporate finance, financial modelling, strategy and planning, for some of Canada's largest investment companies and banks. He has a Bachelor of Economics from the University of Western Ontario and is a Chartered Financial Analyst (CFA). His extensive experience in security analysis and portfolio design has enhanced our objective of helping clients to protect, grow and eventually transition their wealth on a tax effective basis.
Michael L. Zammit
Michael Zammit believes in providing an integrated and strategic approach to protecting the wealth of his clients and ensuring their financial goals are attained. As a Managing Director with over 20 years of financial industry experience, Mr. Zammit distinguishes himself as a leader in guiding individuals and families through various life transitions, ensuring both wealth and family principles are preserved from one generation to the next. His systematic and process-driven approach has enabled him to work with a variety of affluent families in communities from Toronto to Muskoka.
Prior to joining CI Private Wealth, Mr. Zammit was a Senior Financial Advisor and Managing Partner at Assante Wealth Management in Bracebridge, Ontario. In addition, he worked as a Trust Officer for both National Trust and Scotia Trust and as a Senior Private Client Manager for the United Financial division of CI Private Counsel LP, providing investment and wealth planning services and solutions.
Mr. Zammit completed his Bachelor of Arts degree in economics from the University of Western Ontario. He is also a fellow of the Canadian Securities Institute (FCSI®), and holds the Chartered Investment Manager (CIM®) as well as the Trust and Estate Practitioner (TEP) designations.
He lives in Muskoka with his wife and three children where he spends much of his spare time involved in extra-curricular activities with his children, including coaching soccer at the representative level for many years. When not in the office or on the field, he enjoys boating on Lake Muskoka and golfing at the Muskoka Bay Club.
Nicolas Yvon is a Managing Director of CI Private Wealth in Montreal. As a Financial Planner (F.Pl.) and Trust and Estate Practitioner (TEP), Mr. Yvon provides his clients with peace of mind by acting as the main coordinator for the different legal experts and tax accountants of wealthy families. He and his team of specialists implement tax, estate, investment, risk management and philanthropic strategies, maximizing the wealth of his clients today and for generations to come. Complex questions are addressed with care while taking into account family, personal and corporate structures, and trustees to make informed decisions and apply the best tailored solutions.
For more than 15 years, Mr. Yvon has been diligently and rigorously developing his expertise and knowledge with professional organizations such as Institut québécois de planification financière (IQPF), Association de planification fiscale et financière (APFF) and the Society of Trust and Estate Practitioners (STEP). Mr. Yvon distinguishes himself by playing an active part in the development of plans for his clients. He has reached the highest level in his profession and has a strong reputation with his peers and other professionals, and has been part of Chairman's Council Elite for the past several years.
His entrepreneurial spirit encouraged him to join the ranks of Assante Wealth Management in 2009, where he then founded, as Vice-President, the Saint-Hyacinthe and Dix/30 District of Brossard branches.
Clyde Leonard is a Senior Associate for CI Private Wealth in Montreal. Mr. Leonard worked his way up the ladder in the Saint-Hyacinthe and Dix/30 District of Brossard branches to become a specialist in dealing with affluent clients. With several years of industry experience, he developed a conservative and disciplined approach to wealth management, and works in the development of strategic and tactical asset allocation for a select group of clients. Mr. Leonard, along with the CI Private Counsel team, helps his affluent clients reach their goals through portfolio management strategies that are tailored to their needs, while taking into account their risk tolerance. He is responsible for coordinating the management of family and company finances to ensure that each tax, legal and testamentary component is addressed in the portfolio management process. He is a CFA Charterholder and Chartered Investment Manager (CIM).
As Managing Director of CI Private Wealth in the Halifax office, Roger Knickle brings a wealth of experience to address the complex financial affairs of wealthy families and individuals. His professional background includes personal and corporate tax planning, portfolio construction and management, life and disability insurance analysis, estate planning, business valuations, succession planning, and negotiation in business purchase and sale. Mr. Knickle was Vice-President of a full-service wealth management firm in Halifax for eight years prior to founding the first CI Private Wealth office in Atlantic Canada. He is a Grant Thornton and PriceWaterhouse Coopers Inc. alumni. He has a Bachelor of Commerce degree from Dalhousie University and holds professional designations as a CPA, CA and CIM.
As Director, Wealth Planning at CI Private Wealth’s Halifax office, Patrick Carruthers is an integral part of the CI Private Wealth’s wealth experience. Mr. Carruthers was formerly a member of the domestic tax team at Grant Thornton in Halifax. His past work experience has allowed him to develop in-depth knowledge and current perspectives on the wealth management industry, which he incorporates in his approach to financial and tax planning. A graduate of St. Francis Xavier University, Mr. Carruthers is a Chartered Accountant, Chartered Investment Manager, is life insurance licensed and has completed the CPA Canada In-Depth Tax Course. His areas of expertise include a broad base of corporate and personal tax planning, corporate reorganizations, compliance, and estate planning. In addition, he has a keen interest in capital markets, cryptocurrencies, technology, family businesses and real estate development. Outside of work, he is also involved with several community organizations in a volunteer capacity and has been an instructor for CPA Nova Scotia. Mr. Carruthers has a desire to work with families and help them in all aspects of their asset management and estate planning goals.
John Carruthers brings over 40 years of financial advice to his role of Director, Client Development at CI Private Wealth’s Halifax office. Previously, as a Partner with Grant Thornton LLP, he was a leader in business valuation and corporate finance for the Atlantic region. He practiced in the Halifax office working with a variety of individuals, businesses and non-profit organizations. Mr. Carruthers graduated from Acadia University with a Bachelor of Business Administration in 1979. In 1983, he became a Chartered Accountant (CPA, CA), earning the highest mark on the Uniform Final Evaluation in the Province of Nova Scotia. Following the trend of specialization in the accounting industry, he became a Chartered Business Valuator (CBV) in 1993 and later earned his Certified Management Consultant (CMC) designation in 2009. He is a keen community supporter of organizations such as Special Olympics, Commissionaires Nova Scotia and NSCAD University.
J. Patrick O’Neil
Patrick O’Neil brings over 50 years of financial experience to his role of Associate Director, Business Development at CI Private Wealth’s Halifax office. Previously, as Managing Partner of the Halifax office of PricewaterhouseCoopers, he was responsible for audit and consulting engagements for multi-national companies and major Atlantic region corporations. Throughout his career, he has been active in leadership positions with professional, educational and community organizations, including endowment funds, pension funds and restricted purpose funds. Mr. O’Neil graduated from the University of Western Ontario with an MBA and has a Bachelor of Commerce degree from Saint Mary's University. He is a Chartered Accountant and earned the Certified Management Consultant (CMC) designation. He has been honoured with the designation Fellow (FCA) by the Institute of Chartered Accountants of Nova Scotia and the designation Fellow (FCMC) by the Atlantic Institute of Certified Management Consultants.
As Associate Director, Investment Management, with CI Private Wealth in the Lunenburg office, Errol Knickle’s wealth management experience spans decades. Prior to CI Private Wealth, Mr. Knickle was the Branch Manager of TD Canada Trust in Lunenburg from 1975 to 2001. The Lunenburg branch under his leadership had one of the largest deposit bases in Atlantic Canada. Mr. Knickle brings to the table a wealth of financial expertise. As a seasoned financial advisor, he has weathered the ebbs and flows of the ever-changing financial landscape. His combination of knowledge and financial experience has instilled trust and confidence in all his client relationships. Through the years, he has assisted many families in building, maintaining and protecting their wealth. In addition to his many years of hands-on experience, he holds the Chartered Investment Manager (CIM®) designation. As an active member of his community, Mr. Knickle believes in volunteering his time and energy to several local causes. Currently, he is a Trustee with St. Paul’s United Church and is Chairman of Upper Blue Rocks Cemetery Society. He resides in Blue Rocks and in his spare time enjoys supporting charities and spending time with his grandchildren.
As Director of Investment Management, Jon's commitment to our world-class, process-driven approach to investment management stems from his belief that we serve our clients’ needs best by employing a team of experts to specialize in each step of the process. With over a decade of experience in the financial services industry, he brings a diverse set of skills and knowledge when assisting our clients in all aspects of their wealth planning matters.
Prior to joining Stonegate, Jon spent several years with one of Canada's largest wealth planning firms where he focused on portfolio management, relationship management and financial planning for high-net-worth private clients.
Jon is passionate in the world of finance and is a member of the Halifax CFA Society. He holds a Bachelor of Commerce degree with a major in Finance from Saint Mary's University and holds the distinguished Chartered Financial Analyst (CFA) designation.
Outside of work, Jon enjoys travelling around the world with his wife, although his favourite place to visit is his family property in Tatamagouche, Nova Scotia. He is also a lifelong basketball fan having played for both Dalhousie University's and Saint Mary's University's varsity teams.
James E. Ross
James (Jaime) Ross is the President of CI Private Wealth. Over the past decade, Mr. Ross has held senior leadership roles and been instrumental in the growth of wealth and investment management firms. As Vice-President, Services and Corporate Secretary at Synergy Asset Management, he played a key role in one of Canada’s most innovative mutual fund companies, from its inception in 1998 to October 2003 when the firm was acquired by CI Financial. After the acquisition, Mr. Ross assumed the position of Senior Vice-President, Risk Management for Assante Wealth Management, overseeing compliance and learning functions across the organization and its affiliate, United Financial Corporation. Mr. Ross began his career as legal counsel at the Ontario Securities Commission and, over the course of seven years, gained experience in Capital Markets, the Office of the General Counsel and Market Operations – Investment Funds. He was admitted to the Law Society of Upper Canada in 1990, after receiving his LLB from Dalhousie University and a Bachelor of Arts degree from the University of Western Ontario (Huron College). In addition to being President of CI Private Wealth, Mr. Ross is also Senior Vice-President, Wealth and Estate Planning at Assante Wealth Management, an affiliated organization as part of the CI Financial group of companies. Assante is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.
Jackie Mistry is Vice-President, Private Client Services of CI Private Wealth, overseeing the firm’s client service and operational teams. In this role, Ms. Mistry creates the foundations for CI Private Wealth’s exceptional client experience by providing operational support for the recommended wealth management products and services. For more than 25 years, Ms. Mistry’s career in wealth management and mutual fund operations has focused on assisting high net worth clients in meeting their unique financial needs. During this time, she’s successfully built and fostered collaborative teams to implement new products and services, introduce system enhancements and increase operational efficiencies.