How will the 2023 Federal Budget impact you?

Wilmot is a Certified Financial Planner, Trust and Estate Practitioner, Chartered Life Underwriter and Certified Health Insurance Specialist. He joined CI GAM in 2015 from a competitor firm where he served as Director, Tax and Estate Planning. Wilmot has been seen and heard in various financial forums and has played an integral role in the development and marketing of wealth planning support, particularly in the areas of tax and estate planning.

Vanessa is Vice President of Tax, Retirement and Estate Planning at CI Global Asset Management. Vanessa is a tax specialist with a master’s in taxation and an estate planning lawyer called to the bar of Quebec in 2015. She specializes in tax planning for corporations, trusts and partnerships as well as post-mortem and estate planning. She also provides tax advice to high-net-worth individuals. Vanessa is a member of the Association de planification fiscale et financière (APFF), the Canadian Tax Foundation (CTF), the Society of Trust and Estate Practitioners (STEP) and the Young Bar Association of Montreal and also performs volunteer work with the Clinique Juridique de Saint-Michel. Prior to joining CI, Vanessa worked at a renowned tax law firm based in Montreal and at a major accounting firm

Joseph Gagliano, Vice President Sales at CI Global Asset Management. CI GAM is one of the largest Canadian investment firms over $ 150 billion under management, offering top investment managers and an innovative Private Banking offer for high net worth investors.. Joseph holds a Bachelor of Commerce from Concordia University where he completed his studies in finance. He is also holder of the FMA designation – wealth management techniques. Mr Gagliano has over 25 years experience in the field of finance. Prior to joining CI in 2010, Joseph worked for a Canadian bank, where he held various positions - mainly in wealth management.