Julie joined iA Private Wealth in 2021, bringing almost two decades of experience in the financial services industry. As Chief Compliance Officer, she plays a key role in defining the firm’s business strategy and ensuring the company identifies and manages risk effectively. Committed to remaining at the forefront of industry and regulatory changes, Julie provides legal insight and expertise to support our advisors and the firm in our mission to deliver a superior level of client service.
Before joining iA Private Wealth, 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.
Julie is actively involved in various industry committees and has been a member of the CIRO Quebec Regional Council since 2023, serving as Chair from 2020 to 2022.
