iA Securities & HollisWealth* are now iA Private Wealth

We are excited to introduce our new company name, iA Private Wealth. The new name is designed to better reflect the essence of what our advisors do – provide holistic wealth management solutions tailored to the unique needs and goals of investors across Canada.

Please take a few moments to browse our newly redesigned and updated website to learn about the many benefits of working with an iA Private Wealth Investment Advisor.

*Refers solely to the Investment Industry Regulatory Organization of Canada licensed advisors within HollisWealth.

About Us

iA Private Wealth offers tailored wealth management solutions through a network of more than 500 independent Investment Advisor teams. With more than $40 billion in assets under administration, we are the partner of choice for discerning investors across Canada.

Invested in you

iA Private Wealth’s vision and purpose is defined by the promise captured in three simple words: invested in you. Our goal is to be your trusted, lifelong partner, dedicated fully to helping you grow and preserve your wealth and build a legacy of financial success for generations to come.

Over 125 years of strength, stability and trust

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 $197.5 billion in assets under management and administration and serves more than four million clients.

Our symbol, the elephant

In 1992, iA Financial Group adopted the elephant as a company symbol. This choice was guided by five shared qualities:

  • Wisdom gained through experience
  • Attentiveness
  • A sense of responsibility
  • Strength
  • Stability

Leadership team

Stephan Bourbonnais

Stéphan Bourbonnais

President, iA Private Wealth

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Bruno Blouin

Bruno Blouin, CPA, CGA

Senior Vice-President and Chief Financial Officer, iA Private Wealth

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Julie Gallagher

Julie Gallagher

Chief Compliance Officer, iA Private Wealth

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Frederic Paquette

Frédéric Paquette

Executive Vice-President, National Business & Sales, iA Private Wealth

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Mark Robinson

Mark Robinson

Senior Vice-President, Operations, iA Wealth

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Mary-Helen Morra

Mary Helen Morra

Vice-President, Advisor & Client Experience, iA Wealth

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Patti Houghton

Patti Houghton

Director, Marketing, iA Wealth

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Community involvement

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.

Stephan-Bourbonnais

Stéphan Bourbonnais

President, iA Private Wealth

A seasoned and proven leader with more than 25 years of financial sector experience, Stéphan Bourbonnais joined iA Private Wealth as President 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, Stéphan 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. Stéphan 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, Stéphan 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.

Stéphan 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 Skain
Moira Simo
Mark Robinson
Mary-Helen Morra
Patti Houghton
Bruno Blouin
Frederic Paquette