Who are we?
In addition to our human approach, our eight financial security advisors have a solid roadmap and experience, whether it's giving advice about insurance, savings or group plans. We make a special commitment to each and every client and our solutions are adapted to their needs:
- Analyzing heir objectives from a short-term and long-term perspective
- Identifying the best tax, legal and financial avenues
- Taking on challenges with the utmost caution
- Reassuring our clients and helping them make decisions
“Nothing replaces a long learning process, the experiences gained which become the basis of intuition. Everything that can be measured can be improved.” Yvon Charest, former president of iA Financial Group
A complete service offer to answer your needs
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 selction of investments, as well as the flexibility to invest whatever you want, whenever you want.