Gilles Matte
Financial Security Advisor 1
iA Financial Group - Saint-Jérôme office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
My motto is "Calculation is worth the effort".
I studied administration at Université du Québec, in Abitibi-Témiscamingue and engineering at Université du Québec à Trois-Rivières, and worked for many years as an energy conservation and procedure control engineering consultant.
A career change has enabled me to help my clients save money thanks to a wide range of products, including GICs, segregated funds, individual annuities, RRSPs, RESPs, TFSAs and RRIFs. I work with my clients to develop strategies adapted to their particular situation that will lead them toward financial autonomy.
I have received training in legal, taxation and estate matters, and I have passed the exams required by the Autorité des marchés financier (AMF). I obtained my financial security advisor licence and have been working in the industry since 2006. In that time, I have also obtained Registered Life Underwriter and Financial Planner designations.
In my spare time, I am involved in the community. Because education is important to me, I have been working with the Fondation du Cégep de Saint-Jérôme since 2008 and have been a member of the board of directors since 2016.
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.
Get a quote
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Quick auto insurance quote Quick home insurance quote 1-866-650-4641Don’t forget to mention your contest code, , when you call.
Contest details .Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
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
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* 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.