iA Capital Markets is a division of iA Private Wealth Inc. and a part of iA Financial Group, one of the oldest and most respected financial institutions in Canada. Founded in 1892 and publicly traded since 2000, iA Financial Group has more than $205.6 billion in assets under management and administration and serves more than four million clients.
Frank has over 20 years of experience in investment management and related capital markets functions, including directing a team of over 30 portfolio managers, analysts and traders responsible for implementing asset allocation and investment strategies covering fixed income (government and credit), public and private equities, infrastructure and global currencies.
Frank has worked at iA Financial Group since 2001 and has held the positions of Private Placement Portfolio Manager; Director of Corporate Credits and Private Placements; Vice-President, Portfolio Management, General Funds; and Vice-President, Investment Funds.
Most recently, Frank served as Vice-President, Business Development, where he was responsible for identifying and pursuing new business opportunities and the establishment of an in-house venture capital fund to further diversify iA Financial Group’s core offerings.
Yanick joined iA Capital Markets in 2021, bringing almost 25 years of industry experience. In his current role, he is responsible for managing the operations of the Research, Sales and Trading departments. Yanick also leads strategic projects aimed at improving the operational efficiency and interactions of teams across the firm, while ensuring all activities remain compliant with regulatory requirements.
Prior to joining iA Capital Markets, Yanick was Managing Director & Head of Equities at CIBC World Markets, where he was responsible for the Montreal institutional equity office. Prior to that, he was Vice-President, Sales and a Trader at Blackmont.
Yanick holds a bachelor’s degree in accounting and finance from Concordia University.
Leon joined iA Capital Markets in 2022 and has over 15 years of industry experience. He was previously Executive Director of Equity Sales at CIBC Capital Markets, where he led the development of a new business platform with the largest pension fund in Quebec. Prior to CIBC, Leon was Vice-President & Equity Research Analyst at National Bank Financial, covering over 40 small/mid-cap companies including Stella-Jones, Savaria, Park Lawn, Cascades, Uni-Select, GoodFood, Boyd Group, Intertape Polymer, Stantec, WSP, and SNC. He began his career as an Equity Research Analyst with the capital markets division of iA Securities, which in 2021 was rebranded as iA Capital Markets.
Leon holds a Bachelor of commerce degree in finance from the University of Sherbrooke and an MSc. in international finance and capital markets from Brighton University in the UK.
Richard joined the firm in 2013 and has almost 30 years of capital markets experience. He is responsible for overseeing the firm’s retail and institutional traders, including the equity liability trading team. He is also responsible for ensuring that the firm has the most up-to-date trading systems and a full suite of leading-edge algorithms.
Prior to joining iA Capital Markets, Richard held progressively senior roles at a number of full-service and boutique brokerage firms, including Mackie Research Capital Corporation, Stonecap Securities, Westwind Partners and TD Securities.
Richard studied business administration and management at St. Lawrence College.
Vilma is an accomplished senior capital markets professional with extensive experience in public and private equity financing, issuer and institutional investor relations, and collaborating with institutional sales, trading and research, as well as wealth management advisors.
She has an exceptional track record in the capital markets arena that spans more than 25 years, completing over 2,000 new issues through a variety of syndicates ranging from $2 million to $1.6 billion and raising over $115 billion in the Canadian marketplace.
Vilma graduated from Ryerson University with a business diploma and has completed the Technical Analysis course with Honors at the Canadian Securities Institute. In 2017, she was nominated for the Women’s Executive Network (WXN) Canada’s Top 100 Women, Corporate Executives Award.
With over 15 years at iA Capital Markets, Pierre-François currently serves as head of the syndication department and sits on the iA Wealth Management product approval committee. He previously oversaw the retail trading desk and advisor services, and was a branch manager for three years.
Prior to joining iA Capital Markets, Pierre-François was a financial advisor with another Canadian dealer and a licensed insurance representative. Before joining the securities industry, he owned and operated a marketing company in Chile, South America.
Pierre-François completed a Bachelor’s degree in finance at Laval University and holds the Derivative Market Specialist designation from the Canadian Securities Institute.
Yves joined the firm in 2012 and has over 30 years of experience in capital markets. As head of the bond desk, he oversees a team of traders and is responsible for ensuring that the desk adheres to its risk parameters and compliance requirements. Yves is also responsible for advising senior management on all matters relating to the desk’s activities.
In addition to his managerial role, Yves actively trades bonds for institutional clients and internal retail advisors across a variety of sectors, including REITs, oil and gas, telecommunications, infrastructure and retail.
Before joining iA Capital Markets, Yves spent 10 years as head of the fixed income division at Penson Financial Services. Prior to that, he was an accountant and bond trader at a boutique firm based in Montreal.
Yves studied accounting at the University of Montreal.
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.
Pierre has over 30 years of industry experience and is a recognized authority in OTC interest rate and currency derivatives.
Prior to joining iA Capital Markets, Pierre played a leading role in establishing the foreign exchange department at Echelon Wealth Partners. He previously held senior roles at BMO Capital Markets, where he was responsible for debt origination; National Bank Financial and CIBC World Markets, where he helped develop the interest rate and currency derivatives desks; and Desjardins, where he served as Vice-President of Business Development.
Pierre holds an MBA in Finance from HEC Montréal.