Erika Laincy

Integration Manager @CI Assante Wealth Management

Montreal, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2025 — Present

Integration Manager @CI Assante Wealth Management

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CA

EDUCATION

N/A

Concordia University

Bachelor's degree

N/A

McGill University

Certificat

SKILLS

InvestmentsEmployee BenefitsInsuranceRetirement PlanningManagementStrategic Planning

ABOUT ERIKA LAINCY

With over 20 years of global experience at the intersection of marketing, sales, and technology, I specialize in transforming business challenges into scalable solutions. I’m a strategic thinker and operator, passionate about aligning MarTech ecosystems (CRM, Seismic, automation tools) with measurable business outcomes. From building global enablement programs to leading cross-functional initiatives that simplify advisor experiences, I thrive in roles where I can connect the dots between data, strategy, and execution. Whether it\'s architecting an OKR-driven operating rhythm or implementing platforms that empower sales teams, I bring clarity, structure, and momentum to complex environments. Recognized as Enablement Leader of the Year (2023) and a Top 50 Leader in Enablement (2024), I lead with empathy, rigor, and a bias for action—always asking \"what’s in it for the end user?\" Let’s build what’s next.

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Erika Laincy — Integration Manager at CI Assante Wealth Management in Montreal, CA | Unifers