Steven James Donald

Fund Advisor at CI Global Asset Management

Steven James Donald

Steven James Donald

Fund Advisor at CI Global Asset Management

Overview
Career Highlights

Assante Corp.
Assante Wealth Management (Canada) Ltd.
Synergy Asset Management Inc.

RelSci Relationships

411

Number of Boards

5

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Steven James Donald likely has professional access to. A relationship does not necessarily indicate a personal connection.

President at Stonegate Private Counsel LP

Relationship likelihood: Strong

Fund Advisor at Voya Investment Management Co. LLC

Relationship likelihood: Strong

President, Chief Executive Officer & Director at CI Global Asset Management

Relationship likelihood: Strong

Former President, Chief Executive Officer & Director at CI Financial Corp.

Relationship likelihood: Strong

Chief Operating Officer at Assante Wealth Management (Canada) Ltd.

Relationship likelihood: Strong

President & Chief Executive Officer at CI First Asset Canadian REIT ETF

Relationship likelihood: Strong

Vice Chairman at Investment Industry Association of Canada

Relationship likelihood: Strong

President, CI Assante Wealth Management (Canada) Limited at CI Financial Corp.

Relationship likelihood: Strong

Chairman-Deans Council at Queen's University - Faculty of Law

Relationship likelihood: Strong

Senior Vice President, Human Resources at Skylon Capital Yield Trust II

Relationship likelihood: Strong

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Steven James Donald
Fund Advisor at CI Global Asset Management
Education
Bachelor of Commerce

The University of British Columbia (UBC), established in 1908, is one of Canada’s leading research universities and is consistently ranked among the top 40 in the world. The university attracts 54,000 students from across Canada and 140 countries around the world to two major campuses.

Career History
President & Chief Operating Officer
2003 - Prior

Assante Corp. provides integrated wealth management solutions. Its services include investment advice, portfolio management, tax planning, insurance, and estate planning services. The company was founded in 1995 and is headquartered in Toronto, Canada.

Founder
1997 - 2003

Synergy Asset Management, Inc. operated as investment management firm. It provided services to security or commodity holders, brokers or dealers. The company was founded in 1997 and was headquartered in Toronto, ON.

Vice President of Finance
Prior

SHL Systemhouse, Inc., part of Action Plc, is a company headquartered in Ottawa, ON, Canada, that provides systems integration services. The firm was founded by John B. Kelly. SHL Systemhouse, Inc. was acquired by Action Plc on 01 Apr 98 for $13.13 million.

Boards & Committees
Member, Board of Directors
Tenure Unconfirmed

Assante Wealth Management offers access to a broad range of investment, insurance, risk management and cash managed offerings. They offer exclusive access to the customized United Financial brand of solutions, Evolution Private Managed Accounts and Optima Strategy, managed by CI Investments Inc.For high net worth clients with more complex wealth planning needs, Assante offers their exclusive Private Client Managed Portfolios through the United Financial division of CI Private Counsel LP.

Vice Chairman
Current

The Investment Industry Association of Canada (IIAC) is the national association representing the position of 130 IIROC-regulated Dealer Member firms on securities regulation, public policy and industry issues. These dealer firms are the key intermediaries in Canadian capital markets, accounting for the vast majority of financial advisory services, securities trading and underwriting in public and private markets for governments and corporations.

Director
Prior - 2015

The Canadian Cancer Society operates as a non-profit organization that provides cancer charity services. It offers support and services and programs for the prevention and screening of cancer. The company was founded in 1938 and is headquartered in Toronto, Canada.

Awards & Honors
CA (Chartered Accountant)
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