Financial Security Advisor 1 Mutual Fund Representative 2 Group Insurance and Annuity Plans Advisor
iA Financial Group - Sainte-Foy office
Having been a top-level sportsman in the not-too-distant past, I'm a natural go-getter and team player. As a financial security advisor, YOUR needs are MY priority! It may sound cliché, but, I assure you, it's true!
My main goal is to understand your present and future needs, so that I can provide you with the best possible tools to help you achieve your financial goals. On the other hand, what motivates me in my profession is the opportunity to help my clients and make sure they have financial peace of mind.
I'm passionate about this field and love to rack my brains to find the financial plan that's best for you. What's more, I understand the realities of Quebec entrepreneurs, with whom I most often work. I'm committed to offering personalized, innovative solutions through a global approach to meeting my clients' needs.
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.