Mutual Fund Representative 2 Financial Security Advisor 1
iA Financial Group - Sherbrooke office
With ten years' experience in financial services in the Eastern Townships, I can guide you through your financial concerns and questions. My years of experience have provided me the expertise needed to target your needs and respond effectively with comprehensive service and innovative solutions.
One of my core values is integrity, which is reflected in the rapport I have with my clients. A trust-based relationship will enable us to achieve not only your financial goals, but also your personal ones. Realizing your dreams is just as important to me as finding you the best investment and insurance solutions. Together, we'll build a financial foundation that meets your needs, because every good plan starts with a solid foundation.
I look forward to meeting you.
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.