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.
