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Karl W. Gagné, CFA

In his role at Sun Life Global Investments, Karl is Director of Institutional Business Development and Client Relations for Quebec and Atlantic Canada. He is responsible for building and strengthening relationships for institutional asset management services.

Karl previously worked at Manulife for six years in diverse and progressively senior positions. Most recently he was Client Relationship Manager, responsible for supporting Clients in managing and optimizing their retirement plans and overseeing the continuing service delivered to Clients. Prior to that Karl worked in Manulife’s institutional investment management business where he helped defined benefit Clients’ enhance the overall health of their plans.

Karl holds a Bachelor's degree from Université Laval, an MBA in Investment Management from Concordia University and is a CFA® charterholder. Karl has also been involved with Finance Montréal’s Youth Committee for several years.