Full Name
Karine Gagné
Job Title
Assistant Vice-President, Operations
Company
iA Private Wealth
Speaker Bio
Karine joined iA Securities in 2002. During her 20 years with the organization, she had led the Operations team through a number of dealer acquisitions and system conversions. Her primary focus has always been to support our advisor teams with day to day operational requests and offer efficient processes and solutions for our advisors and clients.
Karine oversees our Registered Plans team (including Estate Processing), the Managed Investment Services team (supporting Fee Based advisors and Portfolio Managers with fee processing) and our team of Operations experts, supporting a variety of specialized tasks such as certificate deposits, internal transfers and coordinates and runs our annual Administration Fee billing process.
Karine is a strong leader with a wealth of industry experience and strong relationships with vendors, colleagues in the industry and our various service providers.
Karine oversees our Registered Plans team (including Estate Processing), the Managed Investment Services team (supporting Fee Based advisors and Portfolio Managers with fee processing) and our team of Operations experts, supporting a variety of specialized tasks such as certificate deposits, internal transfers and coordinates and runs our annual Administration Fee billing process.
Karine is a strong leader with a wealth of industry experience and strong relationships with vendors, colleagues in the industry and our various service providers.
Speaking At
