Adriana Fulcar De Oleo
Financial Security Advisor 1
iA Financial Group - Beauce-Appalaches office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
I am your financial security advisor at iA Financial Group. With over seven years of industry experience, I have developed a passion for helping people achieve their financial goals. As a financial security advisor, I can offer you a range of personalized services, including financial planning, wealth management and life insurance.I believe that every client is unique, so I work with you to understand your financial goals and create a customized plan to help you achieve them. I pride myself on my commitment to excellence and am constantly training to keep my skills up to date.
I am also a member of professional organizations in the industry, which allows me to stay abreast of trends and developments in the financial security field. I am passionate about my work and enjoy helping my clients achieve their financial goals.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification
A complete service offer to answer your needs
Insurance
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon is Chief Strategist and Senior Economist at iA Financial Group. He also serves as Vice-President, Asset Allocation, and Portfolio Manager for our subsidiary, iA Investment Management Inc. (iAIM).
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
* Average savings of $510 when clients bundle their auto and home insurance. Certain conditions apply. Subject to change without notice. Information collected between November 1, 2018 and May 1, 2019, from 299 new clients who purchased both a new auto insurance policy covering a single vehicle and a new home insurance policy with iA Auto and Home. This amount represents the average savings stated by the clients and is not a guarantee.
Property and casualty insurance products are offered and distributed by iA Auto and Home Insurance.