Adriana Fulcar De Oleo
Financial Security Advisor 1
iA Financial Group - Beauce-Appalaches office
About meI 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
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.
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).
Canada: A <em>per capita</em> recession
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
Property and casualty insurance products are offered and distributed by iA Auto and Home Insurance.