New Year’s resolutions from top financial experts
When I joined CI Financial in September of 2019, I introduced three strategic priorities for the firm: expand our wealth capabilities, modernize our asset management business, and globalize the company. In 2020, we made tremendous progress on all three fronts - despite having to navigate the unprecedented uncertainty caused by the global pandemic. 2020 also marked CI’s entry into the US, and over the last nine months, some of the best RIAs in the country chose to join our firm.
In 2021, we will continue to execute against our strategic initiatives building on the momentum we achieved over the last year. And, as always, we remain focused on the ultimate goal of offering our clients a better investing experience.
Kurt MacAlpine CEO CI Financial