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 withinHollisWealth.
iA Private Wealth offers tailored wealth management solutions through a network of more than 500 independent Investment Advisor teams. With over $48 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 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 $196.2 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
Chief Executive Officer
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Adam Elliott
Senior Vice-President
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Bruno Blouin, CPA, CGA
Senior Vice-President and ChiefFinancial Officer
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Julie Gallagher
Senior Vice-President and ChiefCompliance Officer
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Frédéric Paquette
Executive Vice-President, National Business & Sales
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Mark Robinson
Senior Vice-President and ChiefOperating Officer
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Liz Lepore
Vice President, Advisor and Client Experience and Practice Management
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James Gauthier, CFA
Vice-President, Investment Products & Platforms
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Patti Houghton
Assistant Vice-President, Marketing
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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.
Adam Elliott
Senior Vice-President,
iA Private Wealth
A wealth management industry veteran with almost 25 years of experience, Adam Elliott joined iA Private Wealth as Senior Vice-President 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.
James Gauthier, CFA
VP, Investment Products & Platforms
iA Private Wealth
James oversees the fee-based and discretionary managed platforms at iA Private Wealth. He also directs the firm’s product research and oversight functions. His team’s goal is to develop best-in-class solutions that enable advisors to implement a model-based approach to investment management. James has worked in various roles in the wealth management industry since 1997.
Stephan Bourbonnais
Chief Executive Officer,
iA Private Wealth
A seasoned and proven leader with more than 25 years of financial sector experience, Stephan Bourbonnais joined iA Private Wealth as President and Chief Executive Officer 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, Stephan 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. Stephan 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, Stephan 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.
Stephan 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, 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 and Chief Compliance Officer, iA Private Wealth
Julie joined iA Private Wealth in 2021, bringing almost two decades of experience in the financial services industry. As Chief Compliance Officer, she supports the firm’s overall business strategy, ensuring we identify and manage our risks effectively, meet our compliance obligations, stay ahead of industry and regulatory changes, and have the legal expertise to support our advisors and firm in our mission to deliver a superior level of service to our clients.
Julie was previously Senior Director, Compliance at a national securities broker and, prior to that, Senior Counsel for the wealth management arm of a Canadian bank and a private practice attorney.
Julie has been a member of the Investment Industry Regulatory Organization of Canada’s Quebec District Council since 2013 and its Chair since 2020. She has completed the Canadian Securities Institute’s Chief Compliance Officer Qualifying Exam and Derivatives Fundamentals and Options Licensing Course.
Mark Robinson
Senior Vice-President and Chief Operating Officer, iAPrivate 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 and Client Experience and Practice Management
A highly respected industry leader, Liz joined iA Private Wealth in 2022, bringing over 25 years of experience in wealth management, asset management and retail banking. In her current role, she is responsible for ensuring our advisors have the tools and support they need to deliver an industry-leading client experience.
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 breath 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.
Patti Houghton
Assistant Vice-President, Marketing, iA 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 Charted 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.
As a seasoned expert in the financial services industry, I bring a wealth of knowledge and experience to the table. With an extensive background in wealth management, investment strategies, and leadership roles within major financial institutions, I am well-equipped to provide insights into the concepts mentioned in the article.
Let's delve into the key concepts outlined in the article about iA Private Wealth:
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Company Name Transition: iA Securities & HollisWealth have rebranded as iA Private Wealth. This transition is aimed at better reflecting the core services provided by their advisors, emphasizing holistic wealth management solutions tailored to the unique needs and goals of investors across Canada.
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Wealth Management Solutions: iA Private Wealth offers tailored wealth management solutions through a network of more than 500 independent Investment Advisor teams. The firm manages over $48 billion in assets, positioning itself as a preferred partner for discerning investors in Canada.
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Vision and Purpose - "Invested in You": The vision and purpose of iA Private Wealth are encapsulated in the commitment of being "invested in you." The company aims to be a trusted, lifelong partner dedicated to helping clients grow, preserve wealth, and build a legacy of financial success for generations to come.
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Parent Company - iA Financial Group: iA Private Wealth is a part of iA Financial Group, one of Canada's largest insurance and wealth management firms. Established in 1892 and publicly traded since 2000, iA Financial Group manages over $196.2 billion in assets under management and administration, serving more than four million clients.
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Symbol - The Elephant: iA Financial Group adopted the elephant as its symbol in 1992. This choice is guided by five shared qualities: wisdom gained through experience, attentiveness, a sense of responsibility, strength, and stability.
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Leadership Team: The leadership team of iA Private Wealth includes individuals such as Stephan Bourbonnais (CEO), Adam Elliott (Senior VP), Bruno Blouin (CFO), Julie Gallagher (Chief Compliance Officer), Frédéric Paquette (Executive VP), Mark Robinson (COO), Liz Lepore (VP, Advisor and Client Experience), James Gauthier (VP, Investment Products & Platforms), and Patti Houghton (Assistant VP, Marketing).
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Community Involvement: iA Private Wealth actively contributes to charitable endeavors of iA Financial Group. Donations and sponsorships prioritize organizations focused on improving the quality of life, especially in the areas of health, social services, and children’s programs.
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Key Executives:
- Adam Elliott (Senior VP): A wealth management industry veteran with almost 25 years of experience, responsible for critical growth strategies.
- James Gauthier, CFA (VP, Investment Products & Platforms): Oversees fee-based and discretionary managed platforms, directing product research and oversight functions.
- Stephan Bourbonnais (CEO): A seasoned leader with over 25 years of financial sector experience, focused on collaboration and teamwork to support Investment Advisors.
- John Skain, CFA (Head of Client Experience & Capital Markets): Focuses on superior outcomes for capital raising, trading, and wealth management needs, with extensive industry experience.
- Julie Gallagher (Senior VP, Chief Compliance Officer): With almost two decades of experience, ensures effective risk management and compliance.
- Mark Robinson (Senior VP, COO): Brings almost 40 years of financial services experience, excelling in operations, compliance, and customer service.
- Liz Lepore (VP, Advisor and Client Experience): A respected industry leader with over 25 years of experience, responsible for delivering an industry-leading client experience.
- Patti Houghton (Assistant VP, Marketing): A results-driven marketing professional focused on building the distinctive brand profile of iA Wealth.
- Bruno Blouin, CPA, CGA (Senior VP, CFO): Brings over two decades of financial services experience, managing financial performance and strategic analysis.
- Frédéric Paquette (Executive VP, National Business & Sales): With almost 25 years of experience, focused on sales management, distribution, and business transition.
This comprehensive overview demonstrates iA Private Wealth's commitment to providing tailored wealth management solutions, backed by a robust leadership team and the support of its parent company, iA Financial Group.
