Jamie Ross

President at CI Private Counsel LP

Finance

Consumer Services

Government

Profile

James Emarson Ross is currently the President at CI Private Counsel LP.
Previously, he worked as the Senior Vice President-Risk Management at Assante Corp., Senior Vice-President of Wealth & Estate Planning at Assante Wealth Management (Canada) Ltd., Legal Counsel at Ontario Securities Commission, and Corporate Secretary & Vice President-Services at Picton Mahoney Asset Management.
He holds a graduate degree from Dalhousie University and an undergraduate degree from the University of Western Ontario.

Jamie Ross active positions

Companies	Position	Start
CI Private Counsel LP CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families.	President	-

All active positions of Jamie Ross

Former positions of Jamie Ross

Companies	Position	End
Picton Mahoney Asset Management Picton Mahoney Asset Management Investment ManagersFinance Picton Mahoney Asset Management is a hedge fund manager headquartered in Toronto, Ontario. The firm was founded by David Picton, Michael Kuan and Michael Kimmel in 2004 and provides investment solutions to institutional, retail and high net-worth investors in Canada and around the world.	Corporate Officer/Principal	-
Ontario Securities Commission	General Counsel	-
Assante Wealth Management (Canada) Ltd. Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada.	Portfolio Manager-Equities	-
Assante Corp. Assante Corp. Investment ManagersFinance 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.	Corporate Officer/Principal	-

See the detail of Jamie Ross's experience

Training of Jamie Ross

Dalhousie University	Graduate Degree
University of Western Ontario	Undergraduate Degree

Experiences
Positions held

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Linked companies

Private companies	5
Assante Corp. Assante Corp. Investment ManagersFinance 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.	Finance
Ontario Securities Commission	Government
Assante Wealth Management (Canada) Ltd. Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada.	Finance
CI Private Counsel LP CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families.	Finance
Picton Mahoney Asset Management Picton Mahoney Asset Management Investment ManagersFinance Picton Mahoney Asset Management is a hedge fund manager headquartered in Toronto, Ontario. The firm was founded by David Picton, Michael Kuan and Michael Kimmel in 2004 and provides investment solutions to institutional, retail and high net-worth investors in Canada and around the world.	Finance

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