Our Team
Bryan Grenier
Bryan brings over 30 years of experience advising high-net-worth individuals on the complexities of wealth management. He works closely with a select group of affluent families, delivering tailored strategies across strategic planning, investment, tax optimization, estate structuring, and business succession to help them achieve their personal and financial goals.
Bryan believes that effective wealth management goes beyond numbers. He emphasizes open, transparent communication and takes the time to understand each family’s unique philosophy of wealth. This personalized approach forms the foundation for thoughtful transition planning and enduring legacy strategies. Together with his experienced team, Bryan delivers bespoke solutions built on trust, integrity, and long-term partnership.
He began his career at Scotia Cassels Investment Management, focusing on investment planning and portfolio management. In 1997, he joined Loring Ward Private Counsel in Toronto and played a key role in the founding of Stonegate Private Counsel, which was later rebranded as CI Private Wealth.
SENIOR PRINCIPAL
Michael Rutledge
PRINCIPAL
Michael advises ultra-high-net-worth families on the management and preservation of their wealth, with a focus on developing long-term strategies that align with each family’s unique vision. In addition to overseeing personal wealth, he works closely with entrepreneurs to support strategic growth initiatives and guide financial decision-making within their businesses to help achieve their broader objectives.
Prior to founding RG Partners, Michael served as a Vice President in RBC’s Mergers & Acquisitions group, where he advised business owners on the planning, execution, and sale of their companies. He now leverages this experience to help families preserve and grow both their business and personal wealth, ensuring strategies align with their longer-term objectives.
Michael began his career at PwC in both Toronto and New York City. He graduated from Queen’s University’s School of Business with a B.Comm. (Hons), is a member of the Institute of Chartered Professional Accountants, and a Portfolio Manager.
Chris Taylor
As a Regional Vice-President, Wealth Planning, Chris works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth strategy. In particular, he focuses on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families.
Chris joined CI Private Wealth in 2021, bringing over 15 years of experience in wealth and tax planning. Prior to this, he was a tax partner, advising owner-managed businesses on estate and retirement planning, business succession, corporate reorganizations, and M&A. Chris also previously served as a senior tax manager at BDO Canada LLP.
Chris is a Chartered Professional Accountant (CPA, CA) and a member of the Canadian Tax Foundation. He has also completed the Canadian Institute of Chartered Accountants’ (now Chartered Professional Accountants of Canada) In-Depth Tax Program, In-Depth International Tax Course, and Corporate Reorganizations Course.
REGIONAL VICE-PRESIDENT,
WEALTH PLANNING (BUSINESS SUPPORT)
Kayla Sanfilippo
Kayla is dedicated to delivering exceptional service to affluent families, recognized for her strong work ethic, attention to detail, and commitment to excellence. She plays a key role in enhancing the client experience through her disciplined approach and continuous drive to learn and grow.
With a thoughtful balance of structure and creativity, Kayla consistently seeks to improve processes, deepen client relationships, and support the ongoing development of the team.
She holds a Bachelor of Commerce (BComm) in Economics and Finance from Toronto Metropolitan University, where her studies focused on monetary policy, market structure, and consumer behaviour.
ASSOCIATE
Rowland Goddard
Rowland is dedicated to delivering meaningful value to clients while ensuring a seamless and high-quality service experience. Known for his strong technical expertise, attention to detail, and commitment to continuous improvement, he plays an integral role in supporting client success through thoughtful and proactive engagement.
Before joining RG Partners, Rowland worked in corporate accounting, where he gained hands-on experience across a range of financial and operational functions.
He holds an Honours Bachelor of Commerce from McMaster University, with a concentration in Finance and Economics. His academic journey also included international business studies at WHU in Germany, adding a global perspective to his financial foundation.
ASSOCIATE