Meet our team of investment advisors
Meet our team of investment advisors
With over 25 years of combined expertise in wealth management, we are proud to support our clients—both individuals and professionals—in optimizing their finances and achieving their goals. Each member of our team is committed to understanding your needs, anticipating your expectations, and developing personalized solutions to boost your wealth.
With a human and rigorous approach, we guide you at every stage of your financial journey, creating strategies tailored to your goals. Discover a dedicated team ready to make a real difference to your projects.
Benjamin Thibault holds a bachelor’s degree in business administration with a major in finance and has been working in the financial sector for over 15 years. Before completing the Canadian Securities Course (CSC), he obtained the title of Investment Advisor and completed the Investment Funds Institute of Canada (IFIC) course. He also holds a university certificate in financial planning, which gives him extensive knowledge of taxation and enables him to optimize this important component. Having worked for other institutions in the past, Benjamin has developed a critical and independent approach to the advice he gives his clients: “Asset allocation and risk management are my top priorities when it comes to building a customized portfolio. To do this successfully, I need to be able to consider every possibility for my client. iA Private Wealth gives me that latitude. It’s in this spirit that I like to evolve.
Financial Security Advisor*
9454-9037 QUÉBEC INC.
Banking professional with over 10 years’ experience, having worked in France, Switzerland and Canada. Following a specialized banking curriculum, she acquired in-depth expertise in the financial field, covering various aspects of financial management and customer service. A graduate of the Canadian Securities Course (CSC), Manon combines her technical skills with a customer-focused approach. Highly committed, she makes it a point of honor to offer tailor-made solutions, combining efficiency, speed and rigor.
Sylvain Cléroux obtained a bachelor’s degree in business administration with a marketing specialization from the École des Hautes Études Commerciales in 1979 and went on to work as a sales analyst for a European multinational company manufacturing tools for construction professionals. He then worked in the hotel industry, responsible for accounting operations for a multinational chain.
He began his career as an investment advisor in 1986. He worked for major financial institutions and joined iA Private Wealth in 2014. During this period, several major events, both financial and geopolitical, allowed him to develop his investment vision. Indeed, discipline, diversification and patience are fundamental principles that, in his opinion, form the basis of investment success. Attentive to the needs and aspirations of his clients, he makes sure to share with them his investment perspective, forged over the years by rigorously applying these fundamental principles.
