Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
Since beginning her career in financial services in 2012, Carly Plate has built a successful track record in the Canadian investment management industry.
She is currently director of retail distribution at RPIA, a Toronto-based asset management firm specializing in global fixed income. In this role, Plate partners with investment advisors across Ontario and the Maritime provinces to consult on the construction of their fixed income portfolios, driving the growth of RPIA’s retail investment business.
Before joining RPIA, Plate held business development roles with several leading Canadian and global asset management firms. In 2022, she was recognized as a Rising Star in the industry by Wealth Professional’s Top 50 Women in Wealth Award, which celebrates the achievements of top talent in Canadian wealth management under the age of 35.
Plate earned her Chartered Investment Manager designation in 2016 and is committed to ongoing professional development within the investment industry. She is passionate about helping her clients build strong portfolios that can stand the test of time and helping the next generation in the industry pave their path.
39 Hazelton Ave., Toronto, ON
416 931 6549
cplate@rpia.ca
linkedin.com/in/emma-lu-665a75159
rpia.ca
Carly Plate
Director of Retail Distribution RPIA
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“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2012–2015
2015–2017
2017–2019
2019–Present
Present
Internal Wholesaler at Manulife Financial
2012–2015
Inside Sales Representative at Dynamic Funds
2015–2017
Associate at PIMCO
2017–2019
2019–Present: Director of Retail Distribution at RPIA
2022: Winner of Wealth Professional’s Rising Star Award
2022: Winner of Wealth Professional’s 5-Star Women in Wealth Award
2019–Present
Instrumental in leading Plaxo Mortgages to the #1 ranking in the NZA’s Top Brokerages list
Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
