Sales & Trading

We offer versatile and responsive sales and trading services, providing expert insight to achieve high-quality execution with the highest level of client service through desks in Toronto and Montreal.

Insight-driven execution

Utilizing strategic internal collaboration, we leverage iA Financial Group's comprehensive resources to provide our clients with the competitive advantage they seek.

Why trade with us

  • Timely market insights to drive informed investment decisions
  • Electronic access to all trading venues
  • A full suite of algorithmic strategies
  • Facilitation trading to assist with enhanced liquidity for blocks of stock and navigating illiquid positions discreetly

Our retail trading desk is capable of handling your needs across all equity and equity-related products, including options, ETFs and foreign exchange transactions.

Our team

Institutional

Richard Williams

Richard Williams

Managing Director and Co-Head of Equity Trading

Fred Dulude, CMT

Fred Dulude, CMT

Senior Institutional Trader

Bruce Tucker

Bruce Tucker

Senior Institutional Trader

Mike Jams

Mike Jams

Managing Director and Co-Head of Equity Trading

Shawn Chopra

Shawn Chopra

Senior Institutional Sales

Tim Miller

Tim Miller

Senior Institutional Sales

Marc Riel, CPA, CMA, CMT

Marc Riel, CPA, CMA, CMT

Senior Institutional Sales

Retail

To contact the retail trading desk, please call 416-864-2621.

Darren O’Brien

Darren O’Brien

Retail Trader

Valerie O’Brien

Valerie O’Brien

Retail Trader

Elisa Russo

Elisa Russo

Retail Trader

Steven Werbiski

Steven Werbiski

Retail Trader

Full-spectrum inventory and market access

Our bond desk covers our internal representatives, external retail brokerage firms, discount brokerage firms and investment counsels.

Why trade with us

  • $500M bond inventory
  • Real-time, web-based transactional platform
  • Liquidity for bond issues on smaller transaction sizes
  • Active in secondary market trading, at approximately $20B per year
  • Enhanced market access for individual retail investors
  • Competitive prices
  • Fully independent
  • Flexible, personalized service
  • Fast, efficient responses to trade requests
  • Access to products from a variety of sources
  • One of a select few fixed-income desks making markets

Our product inventory

  • Federal bonds
  • Provincial bonds
  • Municipal bonds
  • Money market
  • Agency bonds
  • Corporate bonds
  • Structured notes
  • USD bonds
  • Residual interest bonds
  • New issues

Our team

To contact the retail trading desk, please call 514-284-4177 or email us.

Yves Therrien

Yves Therrien

Managing Director & Head of Fixed Income Trading

Mathieu Cousineau

Mathieu Cousineau

Bond Trader

Pierre Lequin

Pierre Lequin

Bond Trader

Claude Cyrenne

Claude Cyrenne

Bond Trader

Karl Guimont

Karl Guimont

Bond Trader

Anna Cosentini

Anna Cosentini

Senior Bond Trader Assistant

Melanie Legris

Melanie Legris

Bond Trader Assistant