During this period, he was directly responsible for managing more than $18 billion of equity financing, focused primarily in the resource and real estate sectors, and for initiating approximately 50 significant M&A initiatives involving both domestic and international organizations and investors. Prior to Echelon, David was a founder and Vice-Chairman of Dundee Securities, where he managed the firm’s investment banking and capital markets activities for more than 15 years. Before joining iA Capital Markets, he was Vice-Chairman of Echelon Wealth Partners, where he helped manage the firm’s growing investment banking division. He is responsible for all Capital Markets functions across Equities, Fixed Income and FX, including Research, Sales & Trading, Investment Banking and Equity Capital Markets, as well as coverage on major clients.ĭavid has held key leadership roles at several organizations. and Forstrong Global Asset Management Inc.ĭavid joined the firm in 2020, bringing over 30 years of industry experience. He is a member of the board of directors at Invisor Financial Inc. John is a CFA charterholder and earned a B.A. John has also held management roles at TD Waterhouse Institutional Services. Prior to that, he was President and CEO of Penson Financial Services Canada, which was Canada’s largest clearing firm, providing trade execution, clearing, and back office services to over 100 corporate clients. John was previously Senior Vice-President of Qtrade Financial Group, which provides wealth management services to the retail public and customers of hundreds of financial institutions. Over the course of his more than 25 years in the industry, John has worked with various small- and mid-sized companies, helping them develop strategy, achieve operational efficiency and realize business objectives. He has extensive experience in the development and integration of business processes and tools, focusing on execution and client experience, as well as in providing trade execution, clearing and custody services to introducing brokers and independent portfolio management firms. John’s primary goal is to lead a management team dedicated to ensuring superior outcomes for the capital raising, trading and wealth management needs of the firm’s institutional and retail clients. Head of Client Experience and Capital Markets, iA WealthĬhief Executive Officer, iA Private Wealth
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