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.