Stephan Bourbonnais Email & Phone Number
Executive Vice President, iA Wealth @ IA groupe financier
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Stephan Bourbonnais Location
- Montreal, QC, CA
Stephan Bourbonnais Work
- 2023 - now Executive Vice President, iA Wealth @
- 2021 - 2023 President, iA Private Wealth @
- 2013 - 2021 Senior Vice President and Region Head, Eastern Canada, TD Private Wealth Management @
- 2008 - 2013 Vice President National Sales and Services - Private Wealth Management 1859 @
- 2005 - 2008 Vice President Business Development Distribution @
- 2000 - 2005 Director Business Practice (Best Practice Management Division) @
- 1996 - 1999 Sales Manager @ SécuriGroupe - Axa assurances
Stephan Bourbonnais Education
- Université de Montréal - HEC Montréal
MBA
1999 - 2000 - SUNY Plattsburgh
Bachelor of Commerce (B.Com.) (International Business)
1994 - 1996
Stephan Bourbonnais Skills
- Equities
- Portfolio Management
- High Net Worth Individuals
- Financial Advisory
- Strategic Financial Planning
- Derivatives
- Capital Markets
- Investments
- Banking
- Investment Strategies
- Securities
- Sales Management
- Fixed Income
- DES
- Wealth Management
- Financial Planning
- Mutual Funds
- Financial Markets
Stephan Bourbonnais Summary
- Stephan Bourbonnais, based in Montreal, QC, CA, is currently a Executive Vice President, iA Wealth at iA Financial Group (Industrial Alliance). Stephan Bourbonnais brings experience from previous roles at iA Private Wealth, TD and National Bank Financial. Stephan Bourbonnais holds a 1999 - 2000 MBA @ Université de Montréal - HEC Montréal. With a robust skill set that includes Equities, Portfolio Management, High Net Worth Individuals, Financial Advisory, Strategic Financial Planning and more. Stephan Bourbonnais has 2 emails on RocketReach.
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