André ArseneaultB.Sc.A., MBA
Financial Security Advisor 1 Mutual Fund Representative 2
iA Financial Group - Lanaudière office
I've been a financial security advisor since 2010 and, by basing my work on a thorough needs analysis, I help individuals and families protect themselves in all areas of personal insurance: death, disability and critical illness. Starting with a needs and projected retirement income simulation, I can help you determine how much you will need to save, and distribute your income among available vehicles that help optimize disbursement. To maximize your returns, I actively manage segregated and mutual fund portfolios. As a mutual fund representative, I can offer you all mutual funds and help you make the best decision based on your reality. Thanks to various partnerships, I can give you access to other types of coverage, such as auto and home insurance (iAAH) and travel insurance (tugo). I have a degree in science and administration.
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.