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Jaime has over 25 years of experience in the wealth and asset management industry. This includes oversight of CI Financial Corporation’s high-net-worth advisory businesses in Canada and the United States. From 2020 to 2023, Jaime played a lead role executing CI’s strategy to expand its wealth management business and globalize the company through the acquisition and integration of top-tier high-net-worth advisory firms and family offices across the United States.
David Bushnell is Senior Vice President, Advisor Distribution, at FIC. He is responsible for the sale and distribution of Fidelity’s mutual funds, ETFs and high net-worth solutions to the full-service brokerage, financial planning, and branch advice channels across Canada.
Craig is Managing Director and Group Head of the Diversified Industries Group at BMO Capital Markets. Craig is a long-standing member of the Group, having joined in early 2004. Since joining BMO Capital Markets, Craig has executed a wide array of M&A advisory mandates and equity and debt financings on behalf of wide range of public issuers, private family-owned businesses and portfolio investments of private equity funds.
Mr. Sugar recently retired as a Managing Director, Investment Banking at RBC Capital Markets, where he worked since 1979. He specialized in the mining sector, particularly in equity and debt financings, mergers and acquisitions and other advisory services for a wide range of Canadian and international mining companies. Prior to joining RBC Capital Markets, he spent 10 years in the mining industry as a geologist, analyst and consultant. Mr.
Ali Ebrahim is an entrepreneur with over 20 years of experience in the plastics manufacturing industry.
As Managing Director of Par-Pak Ltd., his family business, he was responsible for the overall day to day operations.Par-Pak Ltd. was established in 1977 and quickly grew to be the leading manufacturer of ridged plastic packaging for the bakery and foodservice industries in Canada.
Prior to leading Prime Quadrant, Mo built, bought, sold, and managed organizations across a range of sectors, including education, auto restoration, e-commerce, and microfinance. In each of his entrepreneurial ventures, Mo has tried to innovate, disrupt and improve each of the industries he touched.
Lindsay Patrick is Chief Strategy and Innovation Officer for RBC Capital Markets and is a member of the firm’s Operating Committee. She is responsible for advancing RBC CM’s strategy across business, marketing, AI, and digital innovation to support the firm’s overall growth and performance ambitions.
On leave
As a Managing Director at CC&L Financial Group, Lindsay leads product development and management and the firm’s corporate social responsibility initiatives. She is also a Director on the Connor, Clark & Lunn Financial Group board and President, Director and Portfolio Manager of Connor, Clark & Lunn (Canada) Ltd., which manages multi-asset portfolios for institutional investors.
Jay Rana is Head of Canada Advisor Business for J.P. Morgan Asset Management Canada (Inc.). He is responsible for the development and growth of the Financial Advisor/Intermediary Business across the country. Jay is also a member of the Canada Leadership Team and Strategic Planning Committee. Prior to joining J.P. Morgan, he was a Senior Vice President, Head of the Chairman Business for PIMCO Canada.
Mr. Spafford is a retired as a Vice Chair of Investment Banking at CIBC Capital Markets. During his 45 year career at Wood Gundy and CIBC, he was involved in many of Canada’s largest mergers and acquisition transactions as well as being financial advisor to the Boards of Directors of numerous public and private companies.
