Wealth Matters - January 15

As head of Sales and Wealth Services for CI Private Counsel, Gord oversees the practice-oriented service teams that provide investment and wealth planning capability to advisory groups across Canada. This includes: Central Wealth Planning Group Regional Wealth Planning Professionals Investment Counsellor Team Estate & Insurance Team Dedicated Business Development Teams delivering service to: Assante Wealth Management Advisors and Gord’s goal is simple: To partner with Wealth Advisors to grow and enhance their practice through proven investment solutions and comprehensive business and wealth planning support. Gord previously served as Vice-President, Business Development, where he covered the Greater Toronto Area and South-Western Ontario. Gord joined CI GAM in 2010 and transitioned to the Business Development team in 2011. Gord obtained an Honours Bachelor of Business Administration (HBBA) from Wilfred Laurier University and is a CFA charter-holder.

Mr. Lewis leads CI Global Asset Management and oversees the continued development of the firm’s integrated global investment platform. Mr. Lewis has over 20 years of global investing experience and has held senior leadership positions at several organizations, including two of the world’s largest institutional investors. His diverse experience spans asset allocation, portfolio construction, risk management, public and private markets, and fundamental and quantitative strategies. Prior to joining CI GAM in September 2021, Mr. Lewis was Head of Portfolio Construction at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds. His responsibilities included strategic asset allocation, quantitative research and alternative indexing activities, as well as sitting on the executive and tactical asset allocation committees for its Strategy and Planning Department. Prior to ADIA, Mr. Lewis was Senior Vice-President and Deputy Chief Risk Officer at Caisse de dépôt et placement du Québec (CDPQ), where he led a team that analyzed and monitored the risks of both public and private investments in the CDPQ portfolio. He was also a member of the CDPQ asset allocation committee. Mr. Lewis’s previous positions also included Senior Vice-President, Risk Management – Fixed Income and Overlay Strategies at CDPQ and Senior Vice-President, Fixed Income at Natcan Investment Management, where he oversaw a team managing $16 billion in Canadian and global fixed-income assets. He holds a PhD in theoretical physics from Pierre and Marie Curie University (now Sorbonne University), and an M.Sc. in theoretical physics and a B.Sc. in mathematics and physics from Université de Montréal.