Headquarters:
Suite 900, 625 Howe Street, Vancouver, British Columbia, V6C 2T6
Year founded:
2014
Number of employees:
33
Phone:
1 877 310 1088
Email:
info@cidirectinvesting.com
Website:
cidirectinvesting.com
LinkedIn:
ca.linkedin.com/company/cidirectinvesting
"We are constantly living by our core values: integrity, impact and teamwork"
Julie Giraldi,
CAAT Pension Plan
Read on
IB Top Brokerages
Award Winner
SHIELDED INSURANCE BROKERS
Award Winner
CI Direct Investing
John Bromley
CEO and Founder
Dan Brodie
Chief Operating Officer
Rob Bancroft
Director, Charitable Investment Programs
Leadership
John Bromley grew up with charity at the core of his family’s values. He started his career in corporate finance working with PwC and RBC Capital Markets, and then went to work with his father, Blake Bromley, one of the world’s foremost experts in charity law. After developing an in-depth understanding of the complex world underpinning the charity sector, John recognized a need to make giving more accessible and more effective. With that in mind, he went on to launch Charitable Impact. Its mission? To nurture the generosity within each person, and bring the resources for creating change in the world to everyone.
CEO and Founder
John Bromley
Dan Brodie has more than 25 years of experience in the technology sector. He is a strategist and renowned expert in building high-performance teams and enterprises focused on technology. He is currently chief operating officer at Charitable Impact, Canada’s online donor-advised fund that helps people manage all their charitable giving from one account. As COO, Dan focuses on both day-to-day operations and driving long-term business strategy for the company. Since joining Charitable Impact in 2017, he has led rapid growth, including doubling the company size by opening a second office in Bengaluru, India, and overseeing the launch of a new corporate brand and enhanced digital products.
Chief Operating Officer
Dan Brodie
Rob Bancroft has invested his career at the intersection of charity and finance. He forms strategic connections with advisors, donors, and the impact community to create meaningful outcomes for everybody at the table. Guided by the principle that good business is good for the world, he uses his experience as a family enterprise advisor and background in education to foster a collaborative problem-solving approach to complex giving questions. As director of the Charitable Investment Program at Charitable Impact, he has facilitated over $500 million in charitable donations over the last five years.
Director, Charitable Investment Programs
Rob Bancroft
SPECIAL REPORT
Home
Bio
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
CI DIRECT INVESTING
Matthew Jones
Chief Operating Officer
Dan Brodie
Chief Operating Officer
John Bromley
CEO and Founder
Leadership
Headquarters:
Suite 900, 625 Howe Street, Vancouver, British Columbia, V6C 2T6
Year founded:
2014
Number of employees:
33
Phone:
1 877 310 1088
Email:
info@cidirectinvesting.com
Website:
cidirectinvesting.com
LinkedIn:
ca.linkedin.com/company/cidirectinvesting
John Bromley grew up with charity at the core of his family’s values. He started his career in corporate finance working with PwC and RBC Capital Markets, and then went to work with his father, Blake Bromley, one of the world’s foremost experts in charity law. After developing an in-depth understanding of the complex world underpinning the charity sector, John recognized a need to make giving more accessible and more effective. With that in mind, he went on to launch Charitable Impact. Its mission? To nurture the generosity within each person, and bring the resources for creating change in the world to everyone.
CEO and Founder
John Bromley
Dan Brodie has more than 25 years of experience in the technology sector. He is a strategist and renowned expert in building high-performance teams and enterprises focused on technology. He is currently chief operating officer at Charitable Impact, Canada’s online donor-advised fund that helps people manage all their charitable giving from one account. As COO, Dan focuses on both day-to-day operations and driving long-term business strategy for the company. Since joining Charitable Impact in 2017, he has led rapid growth, including doubling the company size by opening a second office in Bengaluru, India, and overseeing the launch of a new corporate brand and enhanced digital products.
Chief Operating Officer
Dan Brodie
Matthew Jones has a long career in senior management and leadership positions in the legal, primary industries and construction sectors, both in New Zealand and abroad. As COO, he leads the business support and financial functions within the firm to ensure the highest level of service and timeliness of delivery for clients. He also oversees HR requirements, including the wellbeing of the staff and maintaining the unique culture of Wynn Williams. He also has a strategic governance role in the firm as an executive member of the Board and a member of the executive leadership team.
Chief Operating Officer
Matthew Jones
SPECIAL REPORT
Home
Bio
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
CI DIRECT INVESTING
Laura Monahan
Director
Dan Brodie
Chief Operating Officer
John Bromley
CEO and Founder
Leadership
Headquarters:
Suite 900, 625 Howe Street, Vancouver, British Columbia, V6C 2T6
Year founded:
2014
Number of employees:
33
Phone:
1 877 310 1088
Email:
info@cidirectinvesting.com
Facebook:
www.facebook.com/CIDirectInvesting
Twitter:
twitter.com/CIDirectInvest
SPECIAL REPORT
Home
Bio
John Bromley grew up with charity at the core of his family’s values. He started his career in corporate finance working with PwC and RBC Capital Markets, and then went to work with his father, Blake Bromley, one of the world’s foremost experts in charity law. After developing an in-depth understanding of the complex world underpinning the charity sector, John recognized a need to make giving more accessible and more effective. With that in mind, he went on to launch Charitable Impact. Its mission? To nurture the generosity within each person, and bring the resources for creating change in the world to everyone.
CEO and Founder
John Bromley
Dan Brodie has more than 25 years of experience in the technology sector. He is a strategist and renowned expert in building high-performance teams and enterprises focused on technology. He is currently chief operating officer at Charitable Impact, Canada’s online donor-advised fund that helps people manage all their charitable giving from one account. As COO, Dan focuses on both day-to-day operations and driving long-term business strategy for the company. Since joining Charitable Impact in 2017, he has led rapid growth, including doubling the company size by opening a second office in Bengaluru, India, and overseeing the launch of a new corporate brand and enhanced digital products.
Chief Operating Officer
Dan Brodie
Matthew Jones has a long career in senior management and leadership positions in the legal, primary industries and construction sectors, both in New Zealand and abroad. As COO, he leads the business support and financial functions within the firm to ensure the highest level of service and timeliness of delivery for clients. He also oversees HR requirements, including the wellbeing of the staff and maintaining the unique culture of Wynn Williams. He also has a strategic governance role in the firm as an executive member of the Board and a member of the executive leadership team.
Chief Operating Officer
Matthew Jones
Matthew Jones
Chief Operating Officer
Matthew Jones has a long career in senior management and leadership positions in the legal, primary industries and construction sectors, both in New Zealand and abroad. As COO, he leads the business support and financial functions within the firm to ensure the highest level of service and timeliness of delivery for clients. He also oversees HR requirements, including the wellbeing of the staff and maintaining the unique culture of Wynn Williams. He also has a strategic governance role in the firm as an executive member of the Board and a member of the executive leadership team.
Chief Operating Officer
Matthew Jones
Rob Bancroft
Director, Charitable Investment Programs
Rob Bancroft has invested his career at the intersection of charity and finance. He forms strategic connections with advisors, donors, and the impact community to create meaningful outcomes for everybody at the table. Guided by the principle that good business is good for the world, he uses his experience as a family enterprise advisor and background in education to foster a collaborative problem-solving approach to complex giving questions. As director of the Charitable Investment Program at Charitable Impact, he has facilitated over $500 million in charitable donations over the last five years.
Director, Charitable Investment Programs
Rob Bancroft
Rob Bancroft
Director, Charitable Investment Programs
Rob Bancroft has invested his career at the intersection of charity and finance. He forms strategic connections with advisors, donors, and the impact community to create meaningful outcomes for everybody at the table. Guided by the principle that good business is good for the world, he uses his experience as a family enterprise advisor and background in education to foster a collaborative problem-solving approach to complex giving questions. As director of the Charitable Investment Program at Charitable Impact, he has facilitated over $500 million in charitable donations over the last five years.
Director, Charitable Investment Programs
Rob Bancroft
Laura Monahan
Director
Appointed as a director in 2020, Laura Monahan leads the firm’s commercial law practice. She has extensive knowledge of commercial matters and expertise in the Māori commercial and governance space. Monahan provides practical and accurate legal advice to help clients meet their business goals. She likes to get behind a client’s business and prides herself on keeping her methods simple. Outside of her legal work, she is on the boards of the Waikato Family Centre Trust, a service for whānau having difficulty with their babies, Angel Casts with Amanda, and the Waikato Diocesan School for Old Girls Association Committee.
Director
Laura Monahan
Laura Monahan
Director
Appointed as a director in 2020, Laura Monahan leads the firm’s commercial law practice. She has extensive knowledge of commercial matters and expertise in the Māori commercial and governance space. Monahan provides practical and accurate legal advice to help clients meet their business goals. She likes to get behind a client’s business and prides herself on keeping her methods simple. Outside of her legal work, she is on the boards of the Waikato Family Centre Trust, a service for whānau having difficulty with their babies, Angel Casts with Amanda, and the Waikato Diocesan School for Old Girls Association Committee.
Director
Laura Monahan
Matthew Jones
Chief Operating Officer
Appointed as a director in 2020, Laura Monahan leads the firm’s commercial law practice. She has extensive knowledge of commercial matters and expertise in the Māori commercial and governance space. Monahan provides practical and accurate legal advice to help clients meet their business goals. She likes to get behind a client’s business and prides herself on keeping her methods simple. Outside of her legal work, she is on the boards of the Waikato Family Centre Trust, a service for whānau having difficulty with their babies, Angel Casts with Amanda, and the Waikato Diocesan School for Old Girls Association Committee.
Director
Laura Monahan
CI Direct Investing (formerly WealthBar) was one of the first robo-advisors to enter the Canadian marketplace in 2014, ushering in a new era of easy-to-use online investing. As a registered portfolio manager in all provinces and territories of Canada, CI Direct Investing offers managed portfolios and unlimited personalized financial advice to all Canadians, regardless of how much they invest.
CI Direct Investing offers investors access to Private Portfolios built on a foundation of private and alternative assets, Impact Portfolio focused on responsible investing, and ETF Portfolios for investors seeking low-cost diversified solutions in many available account types.
Fully acquired by CI Financial in 2020 and named “Best Robo-Advisor for Sophisticated Offerings” by MoneySense in 2022, CI Direct Investing continues to provide investors and advisors digital solutions that meet the needs of an ever-evolving wealth management industry. CI Direct Investing also partners with portfolio managers, and wealth professionals looking to segment or enhance their businesses by introducing investors to CI Direct Investing’s online wealth management platform and complimenting their existing practices.
In all aspects of CI Financial’s work, the team continuously strives to make the world of investing easy to understand by emphasizing financial literacy and human support in a digital world.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Dale Thomas
Director
Amanda Hockley
Director
Karen Bannister, CM
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Dale Thomas was appointed a director in 2020 and leads the firm’s property practice. He has a broad range of skills across the property, commercial and asset planning areas on projects involving subdivision and development, farm succession, syndication, leasehold issues and iwi property interests. He believes in setting goals and achieves them by working closely with clients as part of a team. He is a member of the Property Law Section of NZ Law Society.
Director
Dale Thomas
Amanda Hockley was appointed a director of the firm in 2020. She leads the asset planning team providing practical legal advice to clients and their wider families in often difficult circumstances. She advises private clients and their various entities on the structuring of their assets and works with other advisors to develop solutions that bring the clients’ desired results. Hockley believes in giving back to the community and has significant knowledge of charitable trusts, including in her role as a trustee of ConneXu, a disability support service, and Angel Casts, which supports whānau through child loss by creating keepsakes for bereaved parents.
Director
Amanda Hockley
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Dale Thomas
Director
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Amanda Hockley
Director
Dale Thomas was appointed a director in 2020 and leads the firm’s property practice. He has a broad range of skills across the property, commercial and asset planning areas on projects involving subdivision and development, farm succession, syndication, leasehold issues and iwi property interests. He believes in setting goals and achieves them by working closely with clients as part of a team. He is a member of the Property Law Section of NZ Law Society.
Director
Dale Thomas
Amanda Hockley was appointed a director of the firm in 2020. She leads the asset planning team providing practical legal advice to clients and their wider families in often difficult circumstances. She advises private clients and their various entities on the structuring of their assets and works with other advisors to develop solutions that bring the clients’ desired results. Hockley believes in giving back to the community and has significant knowledge of charitable trusts, including in her role as a trustee of ConneXu, a disability support service, and Angel Casts, which supports whānau through child loss by creating keepsakes for bereaved parents.
Director
Amanda Hockley
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Dale Thomas
Director
Karen Bannister, CM
Vice President, Marketing
Amanda Hockley
Director
Sarah M Stewart
Associate
Vice President, Leasing and Call Centre Operations
Dale Thomas was appointed a director in 2020 and leads the firm’s property practice. He has a broad range of skills across the property, commercial and asset planning areas on projects involving subdivision and development, farm succession, syndication, leasehold issues and iwi property interests. He believes in setting goals and achieves them by working closely with clients as part of a team. He is a member of the Property Law Section of NZ Law Society.
Director
Dale Thomas
Amanda Hockley was appointed a director of the firm in 2020. She leads the asset planning team providing practical legal advice to clients and their wider families in often difficult circumstances. She advises private clients and their various entities on the structuring of their assets and works with other advisors to develop solutions that bring the clients’ desired results. Hockley believes in giving back to the community and has significant knowledge of charitable trusts, including in her role as a trustee of ConneXu, a disability support service, and Angel Casts, which supports whānau through child loss by creating keepsakes for bereaved parents.
Director
Amanda Hockley
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
“In-person learning was not an option at that time so implementing this government directive was a challenge for workplaces,” says Warner. “Our three-part Training the Fit Tester for Respiratory Protection program ensured more healthcare workers were compliant and safe on the job. The program continues to this day.”
PSHSA prioritizes excellence through customer-centric frameworks and outcome-based initiatives. Their consultants prepare workplaces to be compliant with legislative and regulatory requirements, and address needs and concerns specific to workplaces, industries, locations, or employees.
PSHSA health and safety consultants working in the field are experts in everything from ergonomics to psychological health and safety. They conduct webinars, offer in-person and online instruction, and provide e-learning modules that allow students to study at their own pace. Many of these opportunities are available free of charge.
“As an organization, we continue to innovate and learn from the latest in the occupational health and safety sector to meet the needs of evolving workplaces. Evidence-based and effective workplace health and safety solutions are more important than ever, and these solutions need to be – and are with PSHSA – accessible, integrated and optimized for the end user across a variety of platforms.”
PSHSA is equipped and ready for whatever the future holds. It encourages organizations looking to adjust or improve workplace health and safety protocols to reach out.
Facebook
www.facebook.com/CIDirectInvesting
Twitter
twitter.com/CIDirectInvest
Twitter:
twitter.com/CIDirectInvest
Facebook:
www.facebook.com/CIDirectInvesting
LinkedIn:
ca.linkedin.com/company/cidirectinvesting
Website:
cidirectinvesting.com