VP, Fund Taxation

Lead the strategic direction, governance, and execution of all fund taxation matters across CI’s suite of investment products—including mutual funds, ETFs, closed‑end funds, mutual fund corporations, and segregated funds.

CI Financial is a global wealth management and asset management advisory services firm. We are committed to providing the highest‑quality investments and advice, fostering a fast‑paced environment that encourages growth and learning.

• Define and execute the enterprise‑wide fund taxation strategy aligned with CI’s business objectives and regulatory landscape.
• Serve as the senior tax authority for CI’s investment products, advising executive leadership on tax implications of product development, fund structures and corporate actions.
• Lead tax planning initiatives to optimize fund performance, investor outcomes, and operational efficiency.
• Design and exec...