Team

Building on our solid foundations, we have developed an elite North American team of more than 170 investment professionals.

A deep, talented team of professionals recognized as forward-thinking innovators

Our investment team members work within a streamlined structure where dedicated groups of specialists can focus on their core strengths while collaborating and elevating one another’s work and investment ideas. We are individually accountable for our results, but collectively invested in our clients’ success.

We have a large research and investment team. Our senior investment professionals are supported by assistant portfolio managers and analysts, ensuring continuity of approach and fostering a diversity of ideas. Our investment experts are recognized as thought leaders who actively share their knowledge and create educational value for investors and their financial advisors.

Below are our key functions and the more senior leaders within these teams.

  • Chief Investment Officer

    • Alain Bergeron

      Alain Bergeron

      President and Chief Investment Officer, iA Global Asset Management

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  • Economy, Asset Allocation and Managed Solutions

    A dedicated team of macro-level experts with strong quantitative skills and portfolio management responsibilities provides meaningful research, insights, and market intelligence, while applying a systematic, disciplined investment framework.

    • Tej Rai

      Tej Rai

      Senior Vice-President, Head of Asset Allocation

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    • Adil Mahroug

      Adil Mahroug

      Senior Strategist, Asset Allocation

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    • Ashkan Vakil

      Ashkan Vakil

      Director, Asset Allocation

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    • Christopher Hau

      Christopher Hau

      Director, Portfolio Manager, Asset Allocation

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    • Dimitry Sapon

      Dimitry Sapon

      Director, Data Science and Investment Analytics

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    • Sébastien McMahon

      Sébastien McMahon

      Vice-President, Asset Allocation, Chief Strategist, Senior Economist, and Portfolio Manager

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  • Alternative Investments

    A solid team that has a strong history of value creation and leverages its extensive network to build a diversified and successful alternative investment platform and capitalize on rare co-investment opportunities.

  • Private investment and infrastructure

    • Maxime Durivage

      Maxime Durivage

      Senior Vice President, Head of Private Equity and Infrastructure

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    • Mathieu Rioux

      Mathieu Rioux

      Senior Director, Infrastructure

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    • Marie-Hélène Naud

      Marie-Hélène Naud

      Director, Development and Portfolio Management, Private Equity and Infrastructure

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    • Pier-Olivier Lassonde

      Pier-Olivier Lassonde

      Senior Director, Private Equity

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  • Real estate and commercial mortgages

    • Claude Sirois

      Claude Sirois

      Managing Director, Real Assets and Private Equity

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    • Mathieu Arpin

      Mathieu Arpin

      Vice-President, Real Estate Investments and Asset Management

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  • Fundamental Equity and Quantitative Strategies

    A stable team that relies on extensive collaboration to promote idea generation and innovation. Team members’ complementary skills and investment styles add up to strong risk-adjusted performance.

    • Jean-René Adam

      Jean-René Adam

      Senior Vice-President, Head of Public Equities & Global Trading

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    • Dan Rohinton

      Dan Rohinton

      Vice-President, Portfolio Manager, Global Dividend

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    • David Caron

      David Caron

      Senior Director, Portfolio Manager, North American Equities

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    • Marc Gagnon

      Marc Gagnon

      Vice President, Portfolio Manager, North American Equities

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    • Matthew Kurbat

      Matthew Kurbat

      Vice-President, Head of Quantitative Research

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    • Maxime Houde

      Maxime Houde

      Director, Portfolio Manager, Thematic Investing

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    • Oliver Shao

      Oliver Shao

      Director, Portfolio Manager, Global Dividend

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    • Sébastien Vaillancourt

      Sébastien Vaillancourt

      Senior Director, Portfolio Manager, Quantitative Equities

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  • Fixed Income and Corporate Bonds

    A versatile team that oversees a wide range of actively managed strategies with well-defined roles and a collaborative spirit that fosters idea generation and a sophisticated perspective on fixed income.

  • Public Fixed Income

    • David McCulla

      David McCulla

      Senior Director, Portfolio Manager, Fixed Income

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    • Dominic Siciliano

      Dominic Siciliano

      Senior Vice-President, Head of Fixed Income

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    • Maxime Gionet

      Maxime Gionet

      Director, Research, North American Corporate Bonds

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    • Alexandre Morin

      Alexandre Morin

      Senior Director, Portfolio Manager, Fixed Income

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    • Charles Barrette

      Charles Barrette

      Senior Director, Team Lead, Research and Portfolio Manager, Corporate Bonds

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    • Jason Parker

      Jason Parker

      Vice-President, Fixed Income

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    • Giampiero (Jean-Pierre) D’Agnillo

      Giampiero (Jean-Pierre) D’Agnillo

      Vice President, Portfolio Manager, Corporate Bonds

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    • Philippe Jacquemot

      Philippe Jacquemot

      Director, Research, North American and Corporate Bonds

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  • Strategic Funds

    This team has more than 75 years of combined investment experience, with a leader who has more than 20 years of experience in equity and fixed-income management. The team employs a high-conviction security selection process to provide stable income options to investors, with a focus on absolute returns and capital preservation.

    • Dan Bastasic

      Dan Bastasic

      Senior Vice-President, Investments

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    • Ferdinand Choy

      Ferdinand Choy

      Senior Director, Equities and Fixed Income Trading

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    • Kevin Wosik

      Kevin Wosik

      Director, Research, Equities, Fixed Income

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    • Michael O'Rourke

      Michael O'Rourke

      Senior Director, Equities and Fixed Income

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  • Private Debt

    A well balanced team with complementary expertise and a strong network that manages high-quality private debt portfolios generating an interesting premium on public bonds.

    • Stéfanie Leduc

      Stéfanie Leduc

      Vice-President, Head of Private Debt

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    • Marie-Pier Gosselin

      Marie-Pier Gosselin

      Senior Director, Private Debt

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    • Sébastien Roy

      Sébastien Roy

      Senior Director, Private Debt

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    • Sophie Noël

      Sophie Noël

      Senior Director, Private Debt

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  • General Funds and Asset Liability Management

    Firmly rooted in iA Financial Group’s 125-year history of financial security, iAGAM relies on this team’s well-established capabilities to design innovative solutions that meet institutional investors’ liability-management needs.

    • Martin Gauthier

      Martin Gauthier

      Managing Director, Head of General Fund Investments and Fixed Income

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    • Alexandre Bannon

      Alexandre Bannon

      Senior Vice-President, Head of Asset Liability Management

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    • Alexandre Drouin

      Alexandre Drouin

      Senior Director, Portfolio Manager, General Funds

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    • Dominic Siciliano

      Dominic Siciliano

      Senior Vice-President, Head of Fixed Income

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    • Laurence Patry

      Laurence Patry

      Director, Team Lead and Portfolio Manager, General Fund

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    • Louis Gagnon

      Louis Gagnon

      Senior Director, Portfolio Manager, General Funds

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    • Pier-André Blanchet

      Pier-André Blanchet

      Senior Director, Portfolio Manager, General Funds

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    • Thomas Drolet

      Thomas Drolet

      Senior Director, Team Lead, Systematic Strategies and Dynamic Risk Management

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  • Institutional Portfolio Management, Investment Solutions and Distribution

    Working closely with all our investment teams, this group combines both technical expertise and communication skills to service and support our clients and business partners.

    • Rose Marcello

      Rose Marcello

      Senior Director, Client Portfolio Manager

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  • Sustainable Investing

    Dedicated to the implementation and development of our sustainable-investing franchise, this team supports our investment professionals with their ESG strategy and capabilities. It also provides leadership in advancing our engagement and stewardship efforts.

  • Fund Management and Oversight

    This highly experienced team, endowed with a diverse set of skills, expertise, and industry knowledge, selects, monitors, and oversees the best portfolio managers for each investment mandate.

    • Pierre Payeur

      Pierre Payeur

      Senior Vice-President, Head of Fund Management and Oversight

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    • Jason Thompson

      Jason Thompson

      Vice-President, Fund Governance and Oversight

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    • Jonathan Girard

      Jonathan Girard

      Senior Director, Fund Management and Oversight

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    • Winston Chang

      Winston Chang

      Director, Fund Governance and Oversight

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  • Trading, Investment Support and Compliance

    • Jonathan Mercier

      Jonathan Mercier

      Vice-President, Head of Strategy and Transformation

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    • Lison Couture

      Lison Couture

      Chief Compliance Officer

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    • Pascal Garneau

      Pascal Garneau

      Managing Director, Head of Investment Funds and Chief Operating Officer (Investments)

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    • Patrick Migneron

      Patrick Migneron

      Senior Director, Head of Investment Operations

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    • Ron Lam

      Ron Lam

      Chief Financial Officer, Investments

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    • Sandy Gingras-Laplante

      Sandy Gingras-Laplante

      Senior Director, Head of Middle Office

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INVESTED IN YOU.

"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate. “iA Global Asset Management” is a trademark of iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. The iA Global Asset Management logo is a trademark of Industrial Alliance Insurance and Financial Services Inc.

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