As Senior Vice-President, Strategic Business Development at CI Investments, Doug develops and delivers timely business solutions to complement the broad array of financial solutions available from CI. After more than 10 years as a professional consultant with a major international firm, Doug brought his expertise to the financial services industry in 1997.

An articulate and dynamic presenter, Doug has addressed countless audiences across Canada on industry trends. He takes an in-depth look at the issues investors face and how advisors, as trusted professionals, can best help them. Doug challenges advisors to face their clients’ emotional obstacles and deal with the soft and hard facts. His views have been published in the Globe and Mail, Investment Executive and other industry publications.

“We’re in the business of relationships and the marketing of intangibles, something that people can’t touch…trust is imperative.” – Doug Towill

As Vice-President, Strategic Business Development at CI Investments, 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, Anne specializes in practice management for financial advisors. With over 20 years experience in both the investment and insurance industries, she has worked closely with many top advisors on topics such as strategy building, business development, marketing and personal branding. She 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.

Bruno is the Director, Practice Management within the Strategic Business Development Group.

He is responsible for supporting advisors within CI's key channel partner network in the areas of professional development and practice management.

Bruno is a skilled coach, consultant, presenter and facilitator who has worked with 1000s of advisors across the country, helping them build better businesses to be able to deliver more value to their clients.

As Director, Advisor Development, Angelo is responsible for supporting advisors within CI's key channel partner network. A seasoned facilitator and coach, Angelo shares strategies and best practice ideas to help advisors run better businesses and build long-term relationships with clients.

With over twenty-five years of sales experience in the financial services industry with firms such as Dundee Wealth, Goodman Private Wealth, and Sun Life, Angelo has worked closely with advisor entrepreneurs and high-net-worth individuals.

His extensive experience as a coach has allowed him to see the inner workings of many practices, giving him unique insight into the challenges advisors face. Angelo's expertise on strategy building and business development helps him steer advisors towards success.