and Forstrong Global Asset Management Inc.Д¬hief Compliance Officer, iA Private Wealth He is a member of the board of directors at Invisor Financial Inc. John is a CFA charterholder and earned a B.A. John has also held management roles at TD Waterhouse Institutional Services. Prior to that, he was President and CEO of Penson Financial Services Canada, which was CanadaвЂ™s largest clearing firm, providing trade execution, clearing, and back office services to over 100 corporate clients. 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. 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. 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. JohnвЂ™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 firmвЂ™s institutional and retail clients. Head of Client Experience & Capital Markets, iA WealthД¬hairman & Chief Executive Officer, iA Private Wealth (Canada & U.S.) Since 2018, he has been a member of the Quebec District Council of the Investment Industry Regulatory Organization of Canada. StГ©phan earned a bachelorвЂ™s degree in international business from the State University of New York at Plattsburgh and an MBA from HEC Montreal. His breadth of experience covers private banking, insurance, brokerage services, product and investment management, and wealth planning. Previously, StГ©phan held senior executive positions at a number of major financial institutions. StГ©phan also served on TDвЂ™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. 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. Prior to joining iA Private Wealth, StГ©phan was Senior Vice-President and Regional Director, Eastern Canada, at TD Wealth Management.

Committed to a culture of collaboration and teamwork, he is focused on ensuring that iA Private WealthвЂ™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. A seasoned and proven leader with more than 25 years of financial sector experience, StГ©phan Bourbonnais joined iA Private Wealth as President in February 2021.

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