Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Amélie Laferrière has been with Sun Life Global Investments (SLGI) for over 10 years in her current role, where she has developed her skills in tax and estate planning concepts, combining different products and maximizing their structures. Prior to joining SLGI, she held various roles at the retail and institutional levels at John Hancock in the United States.
She graduated summa cum laude from the University of Massachusetts in Boston and is a CFA charterholder.
1155 Metcalfe Street, Montreal, Quebec
514 247 6204
amelie.laferriere@sunlife.com
ca.linkedin.com/in/amélie-laferrière-b4249822
sunlifeglobalinvestments.com
Amélie Laferrière, CFA
Wealth Sales Director
Sun Life Global Investments
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Bio
Milestones
Profile
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Bio
Milestones
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Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2008–2010
2010–2012
2012–present
2012–present
Year–Year
Internal Wholesaler at John Hancock Life Insurance Company (USA)
2008–
2010
2010–2011: Internal Business Consultant at John Hancock Funds
2011–2012: Associate Director, Institutional Sales at John Hancock Funds
2010–
2012
Wealth Sales Director, Sun Life Global Investments
2023: Wealth Professional Top 50 Wholesaler
2012–
present
Director Wealth Sales at Sun Life Global Investments
2020, 2021 and 2022: Wealth Professional Wholesaler of the Year Finalist
2023: Wealth Professional Top 50 Wholesaler
2012–
present
Job Title at Sun Life Global Investments
2020, 2021 and 2022: Wealth Professional Wholesaler of the Year Finalist
2023: Wealth Professional Top 50 Wholesaler
Year–
Year
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
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