*Refers solely to the Investment Industry Regulatory Organization of Canada licensed advisors within HollisWealth.
iA Financial Group, the parent company of iA Private Wealth, is one of Canada’s largest insurance and wealth management firms. Founded in 1892 and publicly traded since 2000, iA Financial Group has more than $196.2 billion in assets under management and administration and serves more than four million clients.
iA Private Wealth actively contributes to iA Financial Group’s charitable endeavors. Donation and sponsorship efforts give priority to organizations that aim to improve quality of life, particularly those in the areas of health, social services and children’s programs.
In addition to millions of dollars donated to hundreds of charities nationwide, we proudly support employees who donate their time and skills to local organizations in need.
James oversees the fee-based and discretionary managed platforms at iA Private Wealth. He also directs the firm’s product research and oversight functions. His team’s goal is to develop best-in-class solutions that enable advisors to implement a model-based approach to investment management. James has worked in various roles in the wealth management industry since 1997.
A seasoned and proven leader with more than 25 years of financial sector experience, Stephan Bourbonnais joined iA Private Wealth as President and Chief Executive Officer in February 2021. Committed to a culture of collaboration and teamwork, he is focused on ensuring that iA Private Wealth’s Investment Advisors have the support and resources they need to deliver on their goal of securing the financial well-being of Canadians from coast to coast.
Prior to joining iA Private Wealth, Stephan was Senior Vice-President and Regional Director, Eastern Canada, at TD Wealth Management. In this role, he led all high-net-worth business lines, overseeing investment advisors, portfolio managers, private bankers and the wealth planning team across Quebec and Atlantic Canada. Stephan also served on TD’s national committee and management committee for Quebec, and held the role of Chair of the Inclusion and Diversity Committee for TD Wealth Management in Quebec.
Previously, Stephan held senior executive positions at a number of major financial institutions. His breadth of experience covers private banking, insurance, brokerage services, product and investment management, and wealth planning.
Stephan earned a bachelor’s degree in international business from the State University of New York at Plattsburgh and an MBA from HEC Montreal. Since 2018, he has been a member of the Quebec District Council of the Investment Industry Regulatory Organization of Canada.
John’s primary goal is to lead a management team dedicated to ensuring superior outcomes for the capital raising, trading and wealth management needs of the firm’s institutional and retail clients.
He has extensive experience in the development and integration of business processes and tools, focusing on execution and client experience, as well as in providing trade execution, clearing and custody services to introducing brokers and independent portfolio management firms. Over the course of his more than 25 years in the industry, John has worked with various small- and mid-sized companies, helping them develop strategy, achieve operational efficiency and realize business objectives.
John was previously Senior Vice-President of Qtrade Financial Group, which provides wealth management services to the retail public and customers of hundreds of financial institutions. Prior to that, he was President and CEO of Penson Financial Services Canada, which was Canada’s largest clearing firm, providing trade execution, clearing, and back office services to over 100 corporate clients. John has also held management roles at TD Waterhouse Institutional Services.
John is a CFA charterholder and earned a B.A. in Economics from York University. He is a member of the board of directors at Invisor Financial Inc. and Forstrong Global Asset Management Inc.
Julie joined iA Private Wealth in 2021, bringing almost two decades of experience in the financial services industry. As Chief Compliance Officer, she supports the firm’s overall business strategy, ensuring we identify and manage our risks effectively, meet our compliance obligations, stay ahead of industry and regulatory changes, and have the legal expertise to support our advisors and firm in our mission to deliver a superior level of service to our clients.
Julie was previously Senior Director, Compliance at a national securities broker and, prior to that, Senior Counsel for the wealth management arm of a Canadian bank and a private practice attorney.
Julie has been a member of the Investment Industry Regulatory Organization of Canada’s Quebec District Council since 2013 and its Chair since 2020. She has completed the Canadian Securities Institute’s Chief Compliance Officer Qualifying Exam and Derivatives Fundamentals and Options Licensing Course.
Mark has almost 40 years of financial services experience in operations, retail, credit, compliance and customer service. He is a resourceful and proven leader with a long track record of successfully managing and developing large groups of employees. Mark also excels at playing a leadership role with new product implementations and rollouts to clients, both retail and introducing brokers.
Mark has extensive experience working within both branch and head office structures, and is a subject matter expert in all areas of operations, including QI and IRS requirements, as well as CRA rules and regulations. He previously held senior management positions at Nesbitt Burns, Merrill Lynch, Penson Financial Services, and PEAK Financial Group.
Mark has completed a wide range of Canadian and U.S. securities industry courses.
A highly respected industry leader, Liz joined iA Private Wealth in 2022, bringing over 25 years of experience in wealth management, asset management and retail banking. In her current role, she is responsible for ensuring our advisors have the tools and support they need to deliver an industry-leading client experience.
Prior to joining iA Private Wealth, Liz spent 26 years at TD Bank, working in a variety of progressively senior roles across the organization, culminating in her appointment as Vice-President in 2017. Liz has a breath of executive experience in strategy, transformation, agile delivery and business development. Her area of expertise is focused on transforming the end to end experience and delivering innovative holistic advice-centric operating models and digital solutions to advisors, customers and operations.
Liz holds the CFP® designation, SAFe® Agilist Certification and earned a degree in Economics & Business from York University. In addition, she has passed her CIM and LLQP exams.
A results-driven marketing professional and high-energy team player, Patti’s mandate is to continue to elevate and build the distinctive brand profile of iA Wealth. Sustained by her entrepreneurial spirit and passion for building productive cross-functional relationships, Patti consistently draws on innovative thinking and strategic, data-driven insights and planning to develop integrated marketing campaigns that achieve results.
Patti has been instrumental in the marketing operations for a number of leading financial services companies, including HollisWealth, Scotiabank, BMO Financial Group, and RBC Insurance.
She holds a B.A. (Honours) and M.A. in English from the University of Toronto, and a diploma in French Language Studies from the University of Paris I: Panthéon-Sorbonne.
Bruno has over two decades of experience in the financial services industry. He manages a team of more than 20 professionals operating across a wide range of accountabilities, including statutory financial statements, financial performance, accounts payable, budgeting, and strategic analysis. He is also involved in due diligence and the management of IT projects, and serves as CFO for the firm’s U.S. subsidiary.
Prior to joining iA Private Wealth, Bruno held progressively senior roles at a number of major financial institutions, including Desjardins Securities and Caisse de dépôt et placement du Québec.
Bruno is a graduate of Université Laval and holds the Charted Professional Accountant (CPA) and Chartered General Accountant (CGA) designations.
Fred has almost 25 years of experience working for IIROC dealer firms, joining iA Private Wealth in 2012. An experienced and effective executive, Fred has led a number of departments and business lines over the course of his career. In his current role, he is focused on sales management, distribution, business transition and onboarding, advisor compensation and referral programs.
Before joining iA Private Wealth, Fred spent 10 years as Vice-President, General Manager and UDP at Desjardins Online Brokerage. Prior to that, he was Regional Manager, Eastern Ontario at TD Waterhouse.
Fred graduated from HEC Business School (University of Montreal) in 1993 with a degree in finance and marketing.