Managing Director and Head of Asset Management Distribution, SEI Investments Canada
Karla is Managing Director and Head of Asset Management Distribution (AMD) for SEI Investments Canada. She is responsible for guiding our vision and business strategy in Canada, supporting the distribution of SEI’s investment strategies and solutions and developing customized asset management programs. With more than 27 years of industry experience, Karla joined SEI in 2006. She previously served as Director of Business Development for AMD and was responsible for managing sales and driving deeper engagement for our strategic partnerships in Canada. Prior to joining SEI, Karla was a Regional Sales Associate with AIM Trimark in Vancouver and began her career at BMO Nesbitt Burns in 1995. Karla has completed the Canadian Securities Course, Conduct and Practices Handbook, Professional Financial Planning course, and the Manitoba Life Insurance and Accident & Sickness course. Karla holds her Responsible Investment Specialist (RIS) credential from the Responsible Investment Association, Professional Financial Planning (PFP – Levels I and II) certification, as well as her Investment Representative and Registered Representative securities licenses.
Areas of expertise:
- Supporting distribution of investment strategies and solutions
- Developing customized asset management programs