Trading

We offer versatile and responsive trading services, providing in-depth insight to achieve high-quality execution with outstanding client service from our 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, Head of Trading

Retail

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

Valerie O’Brien

Valerie O’Brien

Retail Trader

Elisa Russo

Elisa Russo

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

  • $350M 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

Value-added risk management

Currency volatility is a significant, ongoing risk to the profitability of any business that generates revenues or incurs costs in a foreign jurisdiction. The newly launched iA Capital Markets FX Desk can provide your company with a fully customized strategy for mitigating the risks associated with exchange rate fluctuations.

Reasons to manage currency risk

  • For publicly traded firms – and privately held firms planning to go public – FX volatility can result in an uneven, unpredictable earnings trajectory, impacting investor sentiment and market value.
  • A well-crafted currency hedging strategy reduces exchange rate uncertainty by locking in the value of future foreign cash flows.
  • The tangible benefits of currency hedging can help differentiate your firm from competitors.

Why work with us

  • Our experienced team will conduct a thorough review of your company’s financial statements, business plan and operating environment to identify FX-related vulnerabilities, and, where needed, formulate a comprehensive policy statement to guide your day-to-day FX risk management activities.
  • We offer end-to-end strategy development and state-of-the-art execution of FX policy statements, ensuring consistent, transparent implementation aligned with your business’ needs.
  • Delegating currency risk management to our team will maximize effectiveness and enable you to focus your energy on what you do best: planning for your firm’s continued success.
  • We have access to a full range of FX derivatives, providing highly sophisticated, flexible hedging solutions.
  • As part of iA Financial Group, one of Canada’s oldest and most respected insurance companies, our core strength has always been our ability to reduce our clients’ exposure to risk.

Our team

Pierre Lamy

Pierre Lamy

Managing Director & Head of Foreign Exchange

Steven Gibbens

Steven Gibbens

Managing Director, Foreign Exchange Trading