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.
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 130 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 $249.7 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
iA Wealth Leadership
iA Private Wealth is part of iA Wealth, the wealth management division of iA Financial Group. iA Wealth also includes iA Clarington Investments, iA Capital Markets, and Investia Financial Services.
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.
Adam Elliott
President and CEO
iA Private Wealth
A wealth management industry veteran with almost 25 years of experience, Adam Elliott joined iA Private Wealth in April 2023. He is responsible for the firm’s critical growth strategies and is dedicated to ensuring our advisors have the tools, resources and support they need to deliver consistently exceptional client service.
Prior to joining iA Private Wealth, Adam was President & CEO of iA Clarington Investments. In this role, he led the firm to record levels of AUM and net income by focusing the product shelf on differentiated, best-in-class mandates with proven portfolio management teams. Adam joined iA Clarington as National Sales Manager in 2018.
Adam previously spent 18 years in progressively senior roles at Dynamic Funds. Joining the firm as an Inside Sales Representative, he subsequently served as Vice-President, Business Development, Senior Executive, Business Development, and Regional Sales Manager for Ontario.
Adam earned an Honours BA in history from McGill University and is fully bilingual in English and French.
France Kingsbury
Vice-President and Chief Compliance Officer
iA Private Wealth
A seasoned compliance leader with extensive industry experience, France joined iA Private Wealth in June 2023. As Chief Compliance Officer, she oversees regulatory compliance, business conduct, and Tier 1 Supervision.
France was previously Senior Compliance Director, T2 Supervision, Managed Program and Capital Markets. As part of her mandate, she was responsible for trading conduct compliance, portfolio management, second-level supervision as well as risk management and governance.
Before joining iA Private Wealth, France was the Regional Director, Regulation at the Montreal office of the Canadian Investment Regulatory Organization (CIRO). As part of her role, she oversaw external relationships with members via the regional councils of Quebec and Atlantic Canada. She was also responsible for the Registration department for Quebec and the Atlantic regions as well as the Translation department. Finally, she played a key role in advising senior management, particularly on interpretation of Quebec securities legislation.
Prior to this position, France worked at the Autorité des marchés financiers (AMF) for 13 years, where she held several senior positions, including Inspector, Manager of Insider Reporting at the Superintendent of Securities Markets and finally Senior Counsel, Legal Affairs.
France holds a Bachelor of Law degree from the University of Montreal and has been a member of the Quebec bar since 2003.
Stephan Bourbonnais
Executive Vice-President
iA Wealth
Stephan Bourbonnais has been the Executive Vice-President, Wealth Management, since January 2023. In this role, he oversees the strategic growth plans for three dynamic businesses: iA Clarington Investments, iA Private Wealth (and iA Capital Markets) and Investia Financial Services.
A seasoned and proven leader with more than 25 years of financial sector experience, Stephan joined iA Wealth as President and Chief Executive Officer, iA Private Wealth, in February 2021. Prior to iA, Stephan was Senior Vice-President and Regional Director, Eastern Canada, at a major wealth management company. 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 that firm’s national committee and management committee for Quebec, and held the role of Chair of the Inclusion and Diversity Committee in Quebec. Stephan has held senior executive positions at several 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.
John Skain, CFA
Head of Client Experience & Capital Markets, iA Wealth
Chairman & Chief Executive Officer, iA Private Wealth (Canada & U.S.)
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 Gallagher
Senior Vice-President & Head, Investment Products & Solutions and Capital Markets
iA Wealth
Julie is a seasoned and highly respected industry veteran with almost two decades of experience in financial services. In her current role, she leads a team that develops innovative, best-in-class products and solutions for iA Private Wealth, iA Capital Markets, Investia Financial Services, and iA Clarington Investments to meet the evolving needs of advisors and their clients. Leveraging iA Wealth’s open architecture and its massive scale as the largest distributor of third-party mutual funds in Canada, Julie and her team work closely with leading asset management partners to provide iA Private Wealth and Investia advisors with preferred access and pricing on top-performing solutions. Julie’s proven business acumen enables her to facilitate the growth and success of iA’s independent advisors and provide them with unmatched support in their mission to deliver a superior wealth management experience for their clients.
Julie joined iA Wealth in 2021 as iA Private Wealth’s Senior Vice-President and Chief Compliance Officer. In this role, she was instrumental in defining the firm’s business strategy and ensuring the company identifies and manages risk effectively. Julie also played a major role in shaping significant regulatory changes, always advocating for the best interests and changing needs of investors and advisors. She maintains her focus on regulator engagement in her current role, with an emphasis on product-related developments.
Before joining iA, Julie was Senior Director of Compliance at a national securities brokerage. Prior to that, she was Senior Counsel for the wealth management arm of a Canadian bank and a private practice attorney. She serves on various industry committees and has been actively involved in the CIRO Quebec Regional Council since 2012, serving as Chair from 2020 to 2022.
Mark Robinson
Senior Vice-President and Chief Operating Officer
iA Private Wealth
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.
Liz Lepore
Vice-President, Advisor & Client Experience and Wealth Advisory Services
iA Private Wealth
A highly respected industry leader, Liz joined iA Private Wealth in 2022, bringing over 25 years of experience in wealth and asset management, as well as retail banking. In her current role, she is responsible for ensuring our advisors are equipped with the digital tools and support they need to drive growth, achieve greater efficiency and deliver an exceptional client experience. Liz also oversees the insurance strategy for iA Wealth and leads a team of regional insurance experts who support advisors in all aspects of the sales process.
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 breadth 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.
Yanick Brochu
Senior Managing Director, Head of Capital Markets
iA Capital Markets
Yanick joined iA Capital Markets in 2021, bringing almost 25 years of industry experience. In his current role, he is responsible for managing the operations of the Research, Sales and Trading departments. Yanick also leads strategic projects aimed at improving the operational efficiency and interactions of teams across the firm, while ensuring all activities remain compliant with regulatory requirements.
Prior to joining iA Capital Markets, Yanick was Managing Director & Head of Equities at CIBC World Markets, where he was responsible for the Montreal institutional equity office. Prior to that, he was Vice-President, Sales and a Trader at Blackmont.
Yanick holds a bachelor’s degree in accounting and finance from Concordia University.
Michael Smith
President
iA Private Wealth USA
Michael’s career has spanned more than 25 years in financial services with a focus on retail and institutional wealth management. He has worked for both Canadian and U.S. firms and is licensed with FINRA in the U.S. and the CSA in Canada.
Michael has held leadership roles with both independent broker dealers and Canadian chartered banks. He also has extensive experience in compliance, operations, sales, trading and anti-money laundering.
He holds an Honors BA from the University of Western Ontario.
Patti Houghton
Assistant Vice-President, Marketing
iA Private Wealth
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 Blouin, CPA, CGA
Senior Vice-President and Chief Financial Officer
iA Private Wealth
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 Chartered Professional Accountant (CPA) and Chartered General Accountant (CGA) designations.
Frédéric Paquette
Executive Vice-President, National Business & Sales,
iA Private Wealth
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.