RPIA
Carly Plate joined RPIA in November of 2019 and focuses on building relationships with Investment Advisors in the retail distribution channel and expanding RPIA’s brand within the advisor community. In addition to working directly with advisors, Carly also works to develop and implement strategies to grow RPIA’s retail business. She focuses specifically on effective communication with our clients by incorporating technology and efficiency to best maximize her impact.
Prior to joining RPIA, Carly held business development roles at PIMCO Canada and Dynamic Funds. Carly holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute and is a Level I CFA Candidate.
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RPIA
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RPIA is a specialized fixed income manager with deep expertise in corporate bonds and active interest rate management. The firm was founded in 2009 by a highly experienced team who had previously run the global fixed income arm of Canada’s largest bank. Based in Toronto, RPIA now has over 65 employees including investment and risk management professionals with a collective experience set complementary to that of our founders. Over ten years in, we are now managing approximately $6 billion for a broad investor base of institutions and private clients. RPIA remains independent, privately owned by employees who have over $150m invested alongside our clients.