Keith is Vice-President, Tax, Retirement and Estate Planning at CI Investments Inc. In his role, he is a key technical resource to CI sales and marketing teams on Estate Planning and other general Wealth Planning topics.
Prior to joining the CI family in 2015, Keith was an executive at one of the big five Canadian banks where he worked in a variety of senior roles in risk and estate and trust management within the Private Client Group which provides investment, banking, estate planning and trust administration to high net worth Canadians. While with the bank Keith spent seventeen years in the estate and trust area gaining experience in trust and estate administration and estate planning. Prior to joining the Bank Keith was in the private practice of law where he worked in the estate administration, estate litigation and estate planning field.
Keith received a Bachelor of Arts (Honours) from University of Waterloo in 1984, a Bachelor of Laws (LLB) from University of Toronto in 1987 and received the Trust and Estate Practitioner designation in 2003. Outside of the office Keith and his wife Chris enjoy spending time with their two adult children, their daughter-in-law and their two grandsons.
Michelle is Vice-President, Tax, Retirement and Estate Planning at CI Investments Inc. She was appointed to this newly created national position in 2012.
In her role, she is the key technical resource to CI sales and marketing teams on Tax, Estate Planning and other general Wealth Planning topics. She is a frequent speaker at CI and other industry events and enjoys “talking tax”. Previously, Michelle was a Regional Vice-President, Wealth Planning at CI Private Counsel, an affiliate of CI Investments. She worked closely with wealth advisors to provide wealth planning solutions and to identify issues to their high net worth clients, small to medium-sized corporate enterprises and incorporated professionals practice.
Prior to joining the CI family in 2008, Michelle was a tax manager at an international accounting firm in its Private Client Advisor and Global Wealth and Employment Services tax groups, where she oversaw corporate executive tax compliance programs and provided tax and estate planning to high net worth clients, small to medium-sized corporate enterprises and incorporated professionals.
Michelle is a CPA, CA, CFP and TEP, has completed several of the CPA In-Depth Tax courses.
Outside of work, she tries to keep up to her three kids on the ski hill, is their chief cheerleader at the soccer pitch, and is an ambassador, often speaking on behalf of Camp Oochigeas and the Pediatric Oncology Group of Ontario.
Wilmot is Vice President, Tax, Retirement and Estate Planning at CI Investments Inc. Throughout his career, he has held progressive positions in the areas of tax and estate planning, financial planning, banking, and securities analysis and has completed numerous courses related to taxation, securities and mutual fund investing, insurance and estate planning.
Wilmot holds a Bachelor of Arts Degree (with Honours) in Mathematics for Commerce from York University. He also holds the Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations.
Since 2001, Wilmot has spent his time guiding financial advisors on tax and estate planning matters through presentations, one-on-one consulting, bulletin writing and marketing communications, and has been seen and heard in various financial forums including The Globe and Mail, The National Post, Advisor.ca, and Investment Executive. In addition, he has delivered presentations for The Financial Advisors Association of Canada (Advocis), the Society of Trust and Estate Practitioners (STEP) and The Institute of Advanced Financial Planners (IAFP).
Away from work, Wilmot enjoys various sports and traveling with his wife, Marla, and kids, Jaycus and Jada.
Marie-Claude is Vice-President, Tax, Retirement and Estate Planning at CI Investments Inc. As a specialist in estate planning and taxation in the province of Quebec, she is a key resource to CI’s Quebec sales and marketing teams on a wide variety of wealth planning topics.
She joined CI in 2017, bringing over 26 years of consulting experience in the tax and estate industry. Her diverse background includes serving as Assistant Vice-President, Tax and Estate Planning with another fund company, as a will and trust planning consultant at a major Canadian trust company, and as a tax expert in estate planning at a major accounting firm.
Marie-Claude is a notary with a Diploma of Notarial Law and a Bachelor of Laws degree and holds a master’s degree in taxation. Shehas created and offered several training courses and published various articles on estate and tax planning. Marie-Claude is a member of the Chambre des notaires du Québec, the Society of Trust and Estate Practitioners (STEP), the Association de planification fiscale et financière (APFF) and the Canadian Tax Foundation (CTF).
In her spare time, Marie-Claude enjoys travel and spending time with her family.