USLegal has been awarded the TopTenREVIEWS Gold Award 9 years in a row as the most comprehensive and helpful online legal forms services on the market today. Mr. Signature Global Asset Management Cambridge Global Asset … In... Use professional pre-built templates to fill in and sign documents online faster. Ms. Murray is currently Chair of the Board of Teck Resources Limited, a member of the Boards of BCE Inc. and Granite REIT Inc., a Trustee of Granite REIT Inc., and has been a Director of a number of other public and private companies and charities. • Subscriber(s) can indicate whether they would like to redeem from the EAP or PSE portions. We have offices throughout North America and around the world. Mr. Holland is a major shareholder of CI, and sits on the Boards of Directors of Phononic Devices, Inc., Real Matters Inc. and the Holland Bloorview Kids Rehabilitation Hospital Foundation. She is a member and past Chair of the Dean’s Council at Queen’s University Law School and has taught securities regulation at the school. Previous to that, he was a lawyer with law firms in Toronto and Bermuda and served as Associate General Counsel-Corporate at Nortel Networks. Ms. Chang-Addorisio is Treasurer of G. Raymond Chang Ltd., a privately held investment holding company. Advanced our digital strategy by acquiring a majority stake in WealthBar (now CI Direct Investing), a leading online wealth management and financial planning platform. Mr. Miller was Chief Legal and Corporate Affairs Officer and Secretary of Rogers Communications Inc. N umber Date of Birth y y m m d d General RESP Forms RESP Application Form (Family) RESP Application Form (Single) SIN Application Form RESP Transfer Form EAP Form Overcontribution Form T1171 T1172 QESI Transfer Form: SLF Investment Services Forms He has been President of CI Private Wealth since 2007 and President of CI Private Counsel since May 2017. Save or instantly send your ready documents. Previously, she had been Executive Vice-President and General Counsel since 2008, following a 25-year career at Blake, Cassels & Graydon LLP, where she practised securities law with an emphasis on mergers and acquisitions and corporate finance. Elite Plus SunWise Elite is an individual variable annuity contract issued by Sun Life Assurance. She was an adjunct professor at Osgoode Hall Law School and has taught Securities Regulation and Corporate Finance at University of Toronto’s Global Professional LLM in Business Law Program for several years. Guarantees that a business meets BBB accreditation standards in the US and Canada. Now, creating a GMWB Rider Election And Payment Direction Form - CI Investments takes a maximum of 5 minutes. He has been a member of the Boards of Directors of a number of other public companies in the past. Sprouted from 30+ years of experience, CION Investment Management (CIM) advises and manages CION Investment Corporation (CIC), a publicly registered, non-traded business development company that primarily focuses on making debt investments in private sponsored and non-sponsored U.S. middle market … The City Council appoints a City Manager, a City Attorney and an … Butt joined the Board of Directors in 2019. Download the papers or print out your PDF version. Remember Login ID By checking this box, the web browser will remember the last Web Login ID/Login Nickname entered.

As a security precaution, we do not recommend using this feature on public or shared computers. Three Council members and the Mayor are elected biannually at each regular City election. IRS-CI is also the only agency with jurisdiction over federal tax crimes. Get Updates from the City. The State of Michigan has approved a grant of approximately $800,000 to assist in the consolidation. He is Co-Chairperson of the Children’s Aid Foundation of Canada’s $60 million “Stand Up for Kids Campaign for Child Welfare” and a member of the Children’s Aid Foundation’s Board of Directors. CI is the owner of the Services. By investing $2.5 million, petitioner would supposedly get a 50% interest in a New York limited liability …. Recently Revised Court Forms. • Full investment (withdrawal) instructions required. Experience a faster way to fill out and sign forms on the web. GMWB?Rider Election and Payment Direction Form (For Existing SunWise ? Our robust recycling program and landfill-free option gives residents and businesses options and knowledge. Please see the current prospectus, as amended and … Added bench strength by acquiring asset manager Sentry Investments Inc.; makes significant investment in technology with acquisition of BBS Securities Inc. Acquired a majority stake in Grant Samuel Funds Management (now GSFM), expanding global presence into the Australian and New Zealand markets, Acquired First Asset Investment Management, diversifying investment offering to include actively managed exchange-traded funds, Acquired a majority stake in fixed-income asset manager Marret Asset Management, Launch of the Black Creek funds, expanding CI Investments’ global lineup, Cambridge team founded, adding to CI Investments’ portfolio management expertise, Acquired Assante Corp., Synergy Asset Management and Skylon Capital, Acquired Clarica Diversico and Spectrum Investment Management, Acquired BPI Financial, establishing institutional business, CI Investments enhances its lineup with launch of the Signature Funds, Launch of the Harbour Funds, establishing the roots of CI Investments’ boutique multi manager approach, Initial public offering as C.I. IN THE MATTER OF CI INVESTMENTS … The City was incorporated in 1958 and operate s under the Council-Manager form of government. In his role as a Partner, he managed global consulting teams working with some of the largest asset and wealth managers in the world on topics related to strategy, distribution, marketing, international expansion, mergers and acquisitions, and product development. He has been with CI Global Asset Management for over 20 years, serving in progressively more senior roles in Information Technology. Equity is a central tenet in United Way’s grantmaking. He has extensive experience in the global asset and wealth management industry, having previously served as Executive Vice-President and Head of Global Distribution for WisdomTree Asset Management and as a Partner and Leader of the North American Asset Management Practice at McKinsey & Company. Learn more now. Download associated Investor Relations forms for CION Investment Corporation "CIC" and CION Ares Diversified Credit Fund "CADEX". Mr. Ross holds a Bachelor of Arts from the University of Western Ontario and a Bachelor of Laws from Dalhousie University. Get access to thousands of forms. All pages must be completed for instructions to be acceptable and valid. He was a member of the company’s global executive management committee and sat on the boards of several of its international entities and AdvisorEngine, a digital wealth platform. We are honoured by this demonstration of trust. Comply with our simple actions to get your GMWB Rider Election And Payment Direction Form - CI Investments prepared quickly: Take advantage of the quick search and innovative cloud editor to make a correct GMWB Rider Election And Payment Direction Form - CI Investments. CI Investment Services is a leading Canadian Broker Dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes institutional investors, portfolio managers and professional traders. As President and Chief Operating Officer, Mr. Urbanky is responsible for the operational aspects and resources of CI Global Asset Management, CI Assante Wealth Management and other CI Financial companies. Ms. Blair attended Ryerson University, and has studied Mediation and Alternative Dispute Resolution at the University of Toronto. • Withdrawal can be made payable to the beneficiary, subscriber(s) or the educational institution. Mr. Mr. Miller holds a BCL and LLB from McGill University. June 6, 2019. Fund Management, laying the foundation for decades of future growth, Company changes name to Canadian International, reflecting our expertise in both domestic and global markets, Company enters the international fund arena with one of the first Canadian funds devoted to Asian markets, Began operations under the name Universal Savings. CIS INVESTMENTS INC. PROVIDING EXCEPTIONAL VALUE AND SERVICE IN SAN DIEGO SINCE 1976. Mr. Jamieson is a Chartered Accountant and holds an MBA from the Ivey School of Business and a Master of Accounting degree from the University of Waterloo. CI Direct Investing, an affiliate of CI Global Asset Management, One Capital Management Surevest CI Private Wealth, Entered U.S. wealth management market by acquiring interests in registered investment advisors The Cabana Group, LLC, Congress Wealth Management, LLC, One Capital Management Management, LLC and Surevest LLC, as well as ownership of Balasa Dinverno Foltz, LLC, Expanded ETF business with acquisition of WisdomTree Asset Management Canada. AdvisorOnline provides you with secure access to your sales and assets, up-to-date client account information, reports, and much more! His experience prior to joining CI in 1995 included a position with BDO Dunwoody. He has held a number of other senior industry positions including Managing Partner of Red Sky Capital, Co-Head and Managing Director of Merrill Lynch Investment Managers Canada, Co-Founder and President of Fairway Capital and President and CEO of BluMont Capital. He has completed level I of the CFA program, and is enrolled in the MBA program in Global Asset and Wealth Management at Simon Fraser University. Access the most extensive library of templates available. Butt is Chairman of the St. Michael’s Hospital (Toronto) President’s Council and a member of the St. Michael’s Hospital Foundation Board of Directors. Based in Toronto, Ontario it offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.It is considered one of the Big Three investment … Mr. CodeRED Emergency Alerts discussions and negotiations to decide on the form the new consolidated fire department will take. Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. 2.6.1(1)(c)(v), 2.6.2 and 19.1. He has over 25 years of experience in the financial services industry. … His prior positions include Executive Vice-President and Chief Financial Officer of Maple Leaf Foods Inc. and Co-Head of the Investment Banking Group and Member of the Executive Committee at RBC Dominion Securities Inc. Mr. Muir is a Fellow, Chartered Professional Accountant and a Fellow, Chartered Business Valuator. Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University. He completed the Chartered Investment Manager designation in 2009 and received the Advanced Executive Certificate in General Management from The Smith School of Business, Queen’s University in 2016. From 1999 until 2003 she worked in Ernst & Young’s Audit and Business Advisory group. CI Financial is the largest investment management firm by assets under management in Canada. National Instrument 81-102 Investment Funds – ss. Our executives are all experienced leaders, who have made significant contributions to the growth and development of CI. IN THE MATTER OF THE PROCESS FOR EXEMPTIVE RELIEF APPLICATIONS IN MULTIPLE JURISDICTIONS. Elite Clients Only) SunWise? CI Investments Inc. Terms of Use | Legal Notices | Privacy Notices | Accessibility | Help & Feedback | Sitemap, Chief Executive Officer and Director, CI Financial, President, Raymond Chang Foundation; Director, CI Financial, Executive Vice-President and Chief Financial Officer, CI Financial, Executive Vice-President, Head of Distribution, CI Global Asset Management, Executive Vice-President and Chief Talent Officer, CI Financial, President, CI Assante Wealth Management (Canada) Limited. However, with our pre-built online templates, everything gets simpler. (For more about IRS-CI, click here.) Get your online template and fill it in using progressive features. Mr. Perrow has over 25 years of valuable experience in the asset management industry. Proposed Michigan Court Forms Committee agenda items published for comment. The court forms on this site can be co mpleted and saved using the latest version of Adobe Acrobat Reader DC. Prior to joining First Asset, Mr. Kelterborn was Vice-President and General Counsel of Claymore Investments Inc. (now part of Blackrock Inc.). Mr. Perrow was Senior Vice-President, Director of Sales and Marketing with CI Investments Inc. until December 1996. 55 Standish Court, Suite 1050 Mississauga Ontario L5R 0G3 FUND338 07-17-E Kurt MacAlpine joined as CEO and unveiled a detailed new corporate strategy to: modernize asset management, expand wealth management and globalize the … In 2016, Ms. Murray was the recipient of the Canadian General Counsel Award for Business Achievement. If you are an investor whose account is held through a financial intermediary, please contact them directly with … Ms. Chang-Addorisio is a Director of two private companies, Mercatus Technologies Inc. and ColorAd Packaging Ltd. Mr. Holland is Chairman of the Board of CI Financial, a position in which he focuses on the firm’s strategic direction and opportunities. If there is a 12 month period where the beneficiary is not enrolled in a qualifying program, the EAP limit will apply again on the first 13 weeks. CI Assante Wealth Management and CI Direct Investing launched CI Assante Connect, an online investment service for CI Assante Wealth Management clients. Prior to joining WisdomTree in July 2015, Mr. MacAlpine was a Partner at McKinsey, a global management consulting firm, based in its New York office. Ms. Murray is the former President of CI Financial Corp., a position she held from 2016–2019. Mr. Muir has a BComm from the University of Toronto. USLegal received the following as compared to 9 other form sites. Ms. Blair joined CI in 1985, holding a number of operational positions before creating the Human Resources department when the company went public in June 1994. LONG-TERM FINANCIAL PLANNING During the month of January of each fiscal year, the Department Heads prepare … Please contact your custodian for the following changes on qualified accounts: • Change of custodian for a qualified account, such as an IRA. Ensure everything is filled in properly, without any typos or missing blocks. Since joining CI, Mr. Ross has worked in a number of senior leadership roles including Senior Vice-President, Risk Management, and Senior Vice-President, Wealth and Estate Planning at CI Assante Wealth Management. CI Financial's executive team is responsible for the management and success of the company, subject to the oversight of the Board of Directors. He has 20 years of investment industry experience, most recently as Senior Vice-President, Sales & Wealth Services at CI Private Wealth, where he managed the company’s national team of sales, wealth planning and insurance professionals. IRS Criminal Investigation (CI) serves the American public by investigating potential criminal violations of the Internal Revenue Code and related financial crimes in a manner that fosters confidence in … We have been successfully assisting clients in the purchase, selling, and management of income property within the county of San Diego for over 30-years. Investor Change Form. Form E-589CI, may be issued to substantiate that a contract, or a portion of work performed to fulfill a contract, is a capital improvement to real property and subject to sales and use tax as a real property contract. Mr. Kelterborn holds a Bachelor of Arts from Carleton University and a Bachelor of Laws from the University of Ottawa and was called to the Ontario Bar in 1992. #1 Internet-trusted security seal. Michigan’s first investment crowdfunding campaign under the new Michigan Invests Locally Exemption (MILE) has successfully reached its maximum goal. The highest level of recognition among eCommerce customers. Ensures that a website is free of malware attacks. He also oversaw the majority of the firm’s international businesses, which during his tenure included employees in Canada, Europe, Japan, Israel and Latin America and strategic partnerships in Asia and Australia and New Zealand. Mackenzie RESP Withdrawal Form • All sections must be completed. Mr. Ratnavel received his undergraduate degree from the University of Toronto. From 2012-2017, NSF s cross-cutting CI investments were organized under an NSF-wide initiative entitled Cyberinfrastructure for 21st Century Science and Engineering (CIF21). Mr. Etherington is a Director of the MFDA’s Investor Protection Fund, a Director of the Investment Industry Association of Canada, and is a Board member and co-founder of motionball for Special Olympics, a not-for-profit organization whose mandate is to raise national awareness and funding for Special Olympics through integrated social and sporting events. A securities lawyer by training, Mr. Ross began his career at the Ontario Securities Commission after being called to the Ontario Bar in 1990. Ms. Chang-Addorisio is President of the Raymond Chang Foundation, a charitable foundation established by the late G. Raymond Chang, one of the organization’s founders and its CEO from 1996 to 1999. 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