Profile
“I am deeply committed to the success of my clients and approach everything I do with integrity”
Tesha Gray
Mackenzie Investments
Amélie Laferrière is a CFA charterholder and graduated summa cum laude from the University of Massachusetts in Boston. Her work experience includes years at John Hancock in Boston, where she held various roles at the retail and institutional levels.
Ms. Laferrière has been at Sun Life Global Investments for over 10 years. In her current role, she has developed her skills in tax and estate planning concepts, combining different products and maximizing their structures.
1155 Rue Metcalfe, 11th Floor, Montreal, QC, H3B 2V9
514 247 6204
amelie.laferriere@sunlife.com
linkedin.com/in/amélie-laferrière-b4249822
placementsmondiauxsunlife.com/fr
Amélie Laferrière
Wealth Sales Director
Sun Life Global Investments
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Bio
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Profile
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Bio
Milestones
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Special Report
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Bio
Milestones
“I’m doing my part to create educational events catered specifically for women, where we can feel comfortable asking questions and building camaraderie with other local women in the industry”
Tesha Gray
Mackenzie Investments
2008–2010
2010–2012
2012–present
2010
2022
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 and 2024: Wealth Professional Top 50 Wholesaler
2012–
present
Regional Vice President, Sales at AGF Investments
2010
District Vice President, Sales at Mackenzie Investments
2022
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
• Gold award for Magazine or Newspaper Advertisement
• Silver award for Promotional Email
• Silver award for Most Out-of-the-Box Idea
As a product manager, Rios knows that success is all about prioritizing and making trade-offs. The VP continually strives to find a balance between upskilling her team and herself.
“The more capable my team is, the more they can take on and allow me to tackle difficult problems, of course, but there is always a balance between the longer-term training and needing to get some work done in the short term.”
While Rios admits she doesn’t always get it right, the VP takes every experience as an opportunity to grow and learn. “I find a lot of value and enjoyment in trying something new, and excitement in not knowing what problem needs solving on a given day.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
To stay competitive and continually build her product knowledge, Gray listens to podcasts and reads industry articles daily.
“I am fortunate to have access to some amazing and experienced investment managers here at Mackenzie who are always willing to share intel and insight,” she adds.
In addition to delivering value to clients, Gray leverages her expertise to give back to her community. As a dedicated mentor, the VP volunteers with local youth. A firm believer in the power of early financial education, she teaches investing basics while empowering students to explore careers in finance.
Recently, Gray has strived to create space for women in the investment industry.
“When I started my career in 2001, there were very few women. Today, women make up a small percentage of financial advisors in Canada. If we want that to increase, the industry needs to purposefully include women,” she notes.
“I’m doing my part to create educational events catered specifically for women, where we can feel comfortable asking questions and building camaraderie with other local women in the industry.”
Accordingly, Tesha recognizes the importance of connecting with and learning from others. “We’re in a relationship business with constantly changing markets, and my ability to gain insight not only from myself but from others’ experiences and share that is essential for my role.”
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