Kerri Poag

Kerri joined CI Private Wealth (CIPW), formerly Stonegate Private Counsel in May 2007 after 2 ½ years with CI Investments and Assante Wealth Management. Prior to joining CI Private Wealth, Kerri worked as a Senior Service Coordinator in our Private Client Service team, providing assistance to CIPW and other Private Client Managers throughout Canada. The knowledge and experience that Kerri has brought from her tenure in Private Client has been a valuable asset to our team and our clients. Kerri also serves as the Office Manager for the CIPW office in Toronto.

Kerri has been involved in figure skating for 40 years and continues to compete in Synchronized Skating. During her skating career Kerri has travelled the world with highlights that include representing Canada at the 1997 Synchronized Skating World Challenge Cup in Turku Finland, and several National Synchro titles at various levels. Kerri also spends her weekends teaching Learn to Skate to children and adults in Burlington and Hamilton, Ontario. When she is not on the ice, Kerri is an active member of the CI Investments Softball team and has previously participated in the Heart & Stroke Foundation Row for Heart Regatta based out of the Leander Rowing Club in Hamilton. Kerri and her family are proud supporters of the Brant County SPCA opening their homes to foster neonatal puppies & kittens, special needs and terminal hospice animals.

Kerri attended the University of Waterloo and currently resides in Burlington, Ontario.