Stevens Coulombe-Veilleux
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've been an iA Financial Group financial security advisor since December 2009. iA Financial Group is listed on the Toronto Stock Exchange and is one of the biggest insurance companies in Canada. It administers and manages over $172.9 billion in assets. Since I began my career, I attend training every month so that I can be up-to-date on products, trends and new investment and insurance strategies. My job is to listen to my clients, determine their financial goals and find the insurance and savings product that meets their needs. I use different financial tools to help my clients meet their insurance needs, determine how much they should contribute for a well-deserved retirement, calculate mortgage payments, prepare a budget, see how much they could save on their insurance and much more! What I'm most proud of when I leave my clients' homes is knowing that not only did we find products to meet their financial needs but we put in place the conditions for success. I follow up with my clients regularly and keep them informed of new financial concepts and strategies.
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
Request a quote from iA Auto and Home Insurance and you’ll be entered for a chance to win $10,000.
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
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.