Veteran U.S.-based lawyer brings 35 years of
banking and business law experience
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) today announced
the appointment of Sarah M. Ward to its Board of Directors,
effective immediately. Ms. Ward is a lawyer with more than 35
years’ experience working in corporate finance on behalf of some of
the world’s largest companies.
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Sarah M. Ward has been appointed to the
CI Financial Board of Directors. (Photo: Business Wire)
Ms. Ward recently retired from global law firm Skadden, Arps,
Slate, Meagher & Flom LLP (“Skadden”), where she was a New
York-based Partner in the firm’s Banking Group and co-chair of its
Legal Opinion Oversight Committee. Additionally, she served on the
firm’s Policy Committee and was global co-head of the Banking Group
from 2009-2014. Her clients included a wide variety of public
companies, private equity firms and financial institutions.
Ms. Ward holds a Doctor of Law degree from Fordham University
School of Law and a Bachelor of Arts degree from Princeton
University.
“We are pleased to welcome Sarah to the CI Board. As a globally
recognized leader in business law with more than three decades of
experience serving leading financial institutions, she will make a
strong contribution to our Board and to CI,” said William T.
Holland, Chairman of the Board. “Her experience is especially
relevant as CI’s largest business is now U.S. wealth
management.”
“Sarah’s leadership experience and her deep expertise in
corporate financing and mergers and acquisitions will be especially
valuable to CI and complements the specializations and expertise of
our other Board members,” said David P. Miller, Director and Chair
of the Governance, Human Resources and Compensation Committee.
Additionally, Director Sheila
Murray informed the Board that she will not stand for re-election
at this year’s Annual Meeting of Shareholders.
Ms. Murray has been a Director since 2018 and also served as CI
President from 2016-2019. Prior to that, she was Executive
Vice-President, General Counsel and Secretary. As President, she
was the recipient of the Canadian General Counsel Award for
Business Achievement. She joined CI after 25 years at Blake,
Cassels & Graydon LLP, where she practiced securities law.
“Sheila has been devoted to CI throughout her tenure and has
made incalculable contributions to the development and growth of
our firm,” said Mr. Holland. “We congratulate her on a stellar
career spanning four decades. She truly is one of Canada’s foremost
business leaders.”
About CI Financial
CI Financial Corp. is an integrated global wealth and asset
management company. CI managed and advised on approximately C$384.1
billion (US$304.0 billion) in client assets as at December 31,
2021. CI’s primary asset management businesses are CI Global Asset
Management (CI Investments Inc.) and GSFM Pty Ltd., and it operates
in Canadian wealth management through CI Assante Wealth Management
(Assante Wealth Management (Canada) Ltd.), CI Private Counsel LP,
Aligned Capital Partners Inc., CI Direct Investing (WealthBar
Financial Services Inc.), and CI Investment Services Inc.
CI’s U.S. wealth management businesses consist of Barrett Asset
Management, LLC, Balasa Dinverno Foltz LLC, BRR OpCo, LLC, Bowling
Portfolio Management LLC, Brightworth, LLC, The Cabana Group, LLC,
CPWM, LLC, Congress Wealth Management LLC, Dowling & Yahnke,
LLC, Doyle Wealth Management, LLC, Gofen & Glossberg, LLC,
Matrix Capital Advisors, LLC, McCutchen Group LLC, OCM Capital
Partners, LLC, Portola Partners Group LLC, Radnor Financial
Advisors, LLC, RegentAtlantic Capital, LLC, The Roosevelt
Investment Group, LLC, RGT Wealth Advisors, LLC, R.H. Bluestein
& Co., Segall Bryant & Hamill, LLC, Stavis & Cohen
Private Wealth, LLC, and Surevest LLC.
CI is listed on the Toronto Stock Exchange under CIX and on the
New York Stock Exchange under CIXX. Further information is
available at www.cifinancial.com.
This press release contains forward-looking statements
concerning anticipated future events, results, circumstances,
performance or expectations with respect to CI Financial Corp.
(“CI”) and its products and services, including its business
operations, strategy and financial performance and condition.
Forward-looking statements are typically identified by words such
as “believe”, “expect”, “foresee”, “forecast”, “anticipate”,
“intend”, “estimate”, “goal”, “plan” and “project” and similar
references to future periods, or conditional verbs such as “will”,
“may”, “should”, “could” or “would”. These statements are not
historical facts but instead represent management beliefs regarding
future events, many of which by their nature are inherently
uncertain and beyond management’s control. Although management
believes that the expectations reflected in such forward-looking
statements are based on reasonable assumptions, such statements
involve risks and uncertainties. The material factors and
assumptions applied in reaching the conclusions contained in these
forward-looking statements include that the investment fund
industry will remain stable and that interest rates will remain
relatively stable. Factors that could cause actual results to
differ materially from expectations include, among other things,
general economic and market conditions, including interest and
foreign exchange rates, global financial markets, changes in
government regulations or in tax laws, industry competition,
technological developments and other factors described or discussed
in CI’s disclosure materials filed with applicable securities
regulatory authorities from time to time. The foregoing list is not
exhaustive and the reader is cautioned to consider these and other
factors carefully and not to place undue reliance on forward-
looking statements. Other than as specifically required by
applicable law, CI undertakes no obligation to update or alter any
forward-looking statement after the date on which it is made,
whether to reflect new information, future events or otherwise.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20220210005293/en/
Investor Relations Jason Weyeneth, CFA Vice-President,
Investor Relations & Strategy 416-681-8779 jweyeneth@ci.com
Media Relations Canada Murray Oxby Vice-President,
Communications 416-681-3254 moxby@ci.com
United States Trevor Davis, Gregory FCA for CI Financial
610-415-1145 cifinancial@gregoryfca.com
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