A modern approach to income

Geof manages fixed income and high yield assets and has extensive experience analyzing, managing and trading corporate bonds, leveraged loans and private credit. He joined CI Global Asset Management in 2006 from Manulife Financial, where he was a portfolio manager. Geof holds a Bachelor of Arts from the University of Wester Ontario and the Chartered Financial Analyst (CFA) designation. He is a member of the Finance and Investment Committee at the Royal Ontario Museum.

Kevin McSweeney is a Senior Vice-President and Portfolio Manager with CI Global Asset Management and is Head of Canadian Equities. He began his professional financial services career in 2000 as a Financial Economist with Finance Canada before joining Scotiabank in a variety of roles, including time in Corporate Credit Risk Management. He has been with CI Investments in a variety of progressively senior roles since August 2008, beginning with the High Yield and Leveraged Loan team as an investment analyst, progressing to Portfolio Manager. In 2016, he joined the equity team as an Infrastructure and Real Estate specialist porfolio manager. He manages assets across a variety of domestic and global mandates, including Canadian Equity and Balanced, Income and Dividend funds, and Infrastructure and Real Assets. Kevin has a BA from St. Mary's University, an MBA from Dalhousie University and a variety of professional designations, including Futures and Options licensing, and is a CFA Charterholder. He has received a variety of professional honours, including a Lipper Award for best Infrastructure Fund in Canada for each of 2019, 2020 and 2021, and Brendan Wood's Top Gun award awarded as voted by Canadian financial services professionals.

Lee is a portfolio manager with a successful long-term track record of managing real estate assets. He joined CI Global Asset Management in 2018 following 12 years as a lead manager at the former First Asset Investment Management Inc. Lee holds a Bachelor of Science (Statistics) degree from the University of Wester Ontario and a Master of Business Administration (Finance) degree from York University. He also holds the Chartered Financial Analyst (CFA) designation.

As Vice-President, Sales for a diverse range of Central Canada region, Chris works to support and promote all product lines from CI Global Asset Management including Mutual Funds, ETFs, Liquid Alternatives and Hedge Funds. A strong believer in the value of financial advice, he takes pride in helping advisors successfully navigate the challenges and complexities of modern asset management. Chris has 10 years of industry experience all here at CI. After graduating from the University of Western Ontario with a degree in Business, Chris has maintained a drive for continued education. He completed his Chartered Investment Manager designation and financial planning courses such as the Wealth Management Essentials and the Financial Planning Supplement and continues to seek learning opportunities that are relevant to the industry. In 2022, he was recognized by Wealth Professional Canada as a 5-Star Wholesaler.