Stephan Bourbonnais
Corporate Officer/Principal at IA FINANCIAL CORPORATION INC.
Net worth: 72 032 $ as of 2024-03-30
Profile
Mr. Stephan Bourbonnais is an Executive Vice President-Wealth Management at iA Financial Corp., Inc. and a President & Chief Executive Officer at iA Private Wealth, Inc. He with more than 25 years of financial sector experience.
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, Mr. Bourbonnais 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.
He 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, he held senior executive positions at a number of major financial institutions.
He earned a bachelor’s degree in international business from the State University of New York at Plattsburgh and an MBA from HEC Montreal.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-02-21 | 1,159 ( 0.00% ) | 72 032 $ | 2024-03-30 |
Stephan Bourbonnais active positions
| Companies | Position | Start |
|---|---|---|
| IA FINANCIAL CORPORATION INC. | Corporate Officer/Principal | 2023-01-24 |
iA Private Wealth, Inc.
 iA Private Wealth, Inc. Investment ManagersFinance iA Private Wealth, Inc. is a Canadian wealth management firm headquartered in Montreal, Quebec. The firm was founded in 2002 and is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG; OTCMKTS: IAFNF). iA Private Wealth offers holistic, tailored wealth solutions through a network of more than 500 independent Investment Advisor and Portfolio Manager teams. | Chief Executive Officer | 2021-01-31 |
Training of Stephan Bourbonnais
| State University of New York College at Plattsburgh | Undergraduate Degree |
| The State University of New York | Undergraduate Degree |
| HEC Montréal | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| IA FINANCIAL CORPORATION INC. | Finance |
| Private companies | 1 |
|---|---|
iA Private Wealth, Inc.
iA Private Wealth, Inc. Investment ManagersFinance iA Private Wealth, Inc. is a Canadian wealth management firm headquartered in Montreal, Quebec. The firm was founded in 2002 and is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG; OTCMKTS: IAFNF). iA Private Wealth offers holistic, tailored wealth solutions through a network of more than 500 independent Investment Advisor and Portfolio Manager teams. | Finance |
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