Our Team
- Nova Finance
- Our Team
Marc D’Amour
Portfolio Manager
Marc D’Amour earned a degree in finance from the HEC Montréal business school. He completed the Canadian Securities Course in 2013 and became a Portfolio Manager in 2019. Marc has over 15 years of experience in the securities sector. He has been with iA Private Wealth since 2015.
Pierre Demers
Investment Advisor
Since 2002, Pierre Demers has been one of the four founding members of Industrial Alliance Securities Inc., which became iA Private Wealth in 2021. After graduating with a degree in economics from Laval University, he began his career as an analyst in the securities sector. Pierre has nearly 40 years of experience working with various financial institutions in the roles of institutional Portfolio Manager, vice-president and branch director as well as his current role as Investment Advisor.
Laetitia Guérin, CPA
Portfolio Manager
Laetitia Guérin earned her Chartered Professional Accountant (CPA) designation in 1995 and worked as a corporate financial controller for five years. She became an Investment Advisor in 2004 and a Portfolio Manager in 2013 and has over 15 years of securities sector experience. Laetitia earned a degree in finance from the HEC Montréal business school in 1990.
Luc Lepage, CFA, M. Sc. Fin.
Portfolio Manager
Luc Lepage earned his Chartered Financial Analyst (CFA) designation in 1997 and completed his MBA with finance specialization at the University of Sherbrooke in 1995. He began his career in finance working in the treasury departments of a bank and a large corporation and expanded his knowledge with financial securities in the early 2000s. Luc has more than 25 years of experience with financial markets and securities. In addition to Portfolio Manager, he has worked as treasury director, financial analyst and discretionary management director.
Hervé Pizem
Portfolio Manager
Since 2002, Hervé Pizem has been one of the four founding members of Industrial Alliance Securities Inc., which became iA Private Wealth in 2021. He has worked as executive vice-president, branch director and options contract manager. As a Portfolio Manager, Hervé has more than 30 years of experience in the securities sector including seven years as private wealth account manager with a major financial institution. He earned a degree in finance from the HEC Montréal business school in 1990.
Our qualifications and professional titles
Our uniquely qualified professionals are specially trained to better meet your needs. Here is a brief description of some of our qualifications:
Chartered Financial Analyst (CFA): The CFA designation is the highest distinction awarded in the financial sector. It is recognized everywhere in Canada and internationally. Representatives who have the CFA designation have expert knowledge on numerous practical techniques in portfolio management and advanced investment analysis.
Chartered Professional Accountant (CPA): Representatives who have this designation are highly qualified professionals who are committed to upholding the strictest accounting and ethical standards and sales best practices.
Investment Advisor: An Investment Advisor is a full-service representative whose primary role is to offer their clients advice about their investment needs. Investing in the financial markets, whether it’s fixed income, mutual funds or stocks, involves navigating through lots of changes. By listening and applying their experience, investment advisors help investors achieve their financial goals.
Portfolio Manager: Portfolio Managers are specially trained to offer discretionary portfolio management and strategic investment services. Less than 5% of investment advisors in Canada have the portfolio manager designation (What is a Fiduciary Advisor, Danny MacKay, SeekAvisor 2019).
About iA Private Wealth?
iA
Private Wealth Inc. is a wholly owned subsidiary of iA Financial Group, one of
Canada’s largest insurance and wealth management firms. Founded in 1982 and
publicly traded since 2000, iA Financial Group proudly serves more than four
million clients from coast to coast.