Alex Desrochers

BA (Psychosociology)

Financial Security Advisor 1

iA Financial Group - Joliette office

For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.

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Tax refund

It can pay off even more if you reinvest it.

About me

I have been a financial security advisor for 10 years and work with the Joliette Agency.

As I have always wanted to work in a field where I can help others, and in that view, I obtained a Bachelor of Arts in psychosociology from the Université de Montréal. As a father of two, I know that it is sometimes difficult to take the time to examine one's financial situation. With that in mind, I believe that my role insofar as my clients are concerned, is essential.

I consider it my duty to ensure that your family's assets are protected in the event of disability or death. I also want to make sure that my clients determine a specific savings plan so they can retire with peace of mind.

I am involved in the community, partciularly as chancellor of the Knights of Columbus. This organization has taught me such values as patriotism, unity, charity and fraternity. I am committed to giving the best of myself in my career and in my community. 

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.

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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
Learn more about the value of an advisor

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).

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.