Karla is Managing Director and Head of Asset Management Distribution (AMD) for SEI Investments Canada Company. She is responsible for guiding our vision and business strategy for the AMD business in Canada, supporting the distribution of SEI’s investment strategies and solutions, and developing customized asset management programs.
Karla joined SEI in 2006 and has more than 27 years of industry experience. 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, the Manitoba Life Insurance and Accident & Sickness course, and holds her Responsible Investment Specialist (RIS) credential.
Information provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.