Areas of Expertise

  • Marketing
  • Product management

As solutions lead for our Asset Management Distribution unit in Canada, Anne sets the strategy for and oversees the execution of all product management activities for the solutions we provide to our Canadian distribution partners. She sits on both the Investment Committee and the Executive Committee for SEI Canada.

Anne joined us in 2011. Prior to that, she held a variety of product management and marketing roles in the Canadian mutual fund industry. During her more-than-25-year career, she has led significant product launches and has been a key contributor to numerous successful marketing campaigns. A self-proclaimed “people person” Anne has a passion for understanding how emotions, biases and behaviours can get in the way of individuals’ investment success.

Anne received a BA in Anthropology, specializing in Linguistics, from McMaster University.

Goals-Based Investment Solutions

A client process, supported by our goals-based tools and technology, that shifts your clients' investing focus to what really matters: achieving personal goals

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Strategic Investment Solutions

Diversified portfolios with a constant eye on risk management, allowing you to focus on what truly matters -- serving your clients

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