Practice Management

What We Do

The Practice Management team leverages their wealth of practice management knowledge and expertise to develop relevant, real-world solutions for financial advisors. We are committed to providing industry-leading support through a selection of practical tools, workshops and webinars to help you strengthen your client relationships and grow your business.

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How We Help Advisors

  • Advisor Growth Strategies
  • Asset Retention
  • Client Management and Engagement
  • Business Improvements

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Important Disclaimers

This communication is published by CI Global Asset Management (“CI”). Any commentaries and information contained in this communication are provided as a general source of information and should not be considered personal investment advice. Facts and data provided by CI and other sources are believed to be reliable as at the date of publication.

Certain statements contained in this communication are based in whole or in part on information provided by third parties and CI has taken reasonable steps to ensure their accuracy. Market conditions may change which may impact the information contained in this document.

Information in this communication is not intended to provide legal, accounting, investment or tax advice, and should not be relied upon in that regard. Professional advisors should be consulted prior to acting on the basis of the information contained in this publication.

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