Practice Management

Anne is responsible for creating and delivering educational and professional development programs for CI’s key channel partners. A knowledgeable and engaging consultant, coach and facilitator, she was recently named a Woman of Influence by Wealth Professional magazine. She has over 25 years’ experience in both the investment and insurance industries and has led national advisor education programs for companies such as Assante Wealth Management and Sun Life Financial. Anne sees hundreds of practices all across Canada and shares the best ideas to help advisors enhance their skills and businesses.

Alice is responsible for building and presenting educational and impactful content to help investment advisors elevate all aspects of their businesses. She brings many years of experience leading teams of advisors and staff to her role in the Practice Management Team and utilizes her expertise in topics such as enhancing the client experience, prospecting and building better relationships with female investors to provide a superior level of coaching and insightful advice to help advisors grow their businesses.

Alice graduated with distinction from the University of Illinois at Urbana-Champaign with a Bachelor of Communications and continues with her education through certifications such as the CSC, CPH, WME, and courses like Disney Leadership Excellence and HarvardX.

Bruno is responsible for supporting advisors within CI's key channel partner network in the areas of professional development and practice management. Before joining CI, Bruno spent many years in various business development roles, and later on in his career, he transitioned to professional development and consulting roles working for a number of multi-national companies in industries such as technology, telecommunications and financial services. Bruno is a skilled coach, consultant, presenter and facilitator who has worked with thousands of advisors across the country, helping them build better businesses and deliver more value to their clients.

Ryan is responsible for the digital delivery of insightful and implementable content for the advisor community.

He also consults directly with advisors regarding their unique needs delivering strategies that match needs to outcomes. He leverages many years of industry experience across the asset management world managing teams and projects in the back and front office. He is incredibly passionate about practice management and coaching.

He received B.Comm (Honours) from the University of Guelph and is also a Chartered Investment Manager.

Claudio brings over ten years of experience in the financial services industry working with top-tier institutions to the Practice Management team. He began his career as a financial advisor working with high net worth families, and then pivoted to leading high-performing teams on growing their practice. A fluent French speaker, Claudio also recently completed his Executive MBA in Boston. There, he worked closely with international leaders, consulting on various fintech projects at the C-Level. Leveraging his industry expertise, he aided in developing artificial intelligence solutions, aimed at making advisors’ practices ready for the future.

With extensive education and experience in project management and learning design, Melissa is responsible for managing the creation, design and development of PM’s suite of presentations and resources. An active contributor and content writer, Melissa also spends time working with female advisors as part of our women’s initiatives and programs. With more than 10 years of experience in asset and wealth management, Melissa understands the unique needs of all the individuals in the value chain and pairs her approach to match the most appropriate solution for each constituent.

With over ten years experience in PR client management and a background in executive-level administrative support, Katy is responsible for managing the team’s projects and workflow. With a master’s degree in creative writing she also provides copywriting and editing know-how to practice management initiatives and programs.