Financial Security Advisor 1
iA Financial Group - Saguenay-Lac-Saint-Jean office
I'm Andrée Duval, Financial Security Advisor at iA Financial Group. I'm very proud to be a part of the team at the Saguenay-Lac-St-Jean agency. After selling my event planning business in 2017, I worked as an administrative assistant for an iA financial security advisor for two years. During that time, I realized how important an advisor is in people's lives: to help them achieve their objectives, like planning for retirement, buying their first home, paying for their children's education, and making sure that these lovely people enjoy financial security in the event something bad happens, like death, disability or a serious illness. It's important to be able to focus on our lives and not on our financial problems. To better support you, I work with Christine Duval, Financial Planner, in order to offer you the best expertise.
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.
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