Anne-Lise Girard
Financial Security Advisor 1
iA Financial Group - Brossard office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
I moved to Montreal from France to pursue my MBA and found the idea of ever leaving the beautiful province of Quebec unthinkable. That was over twenty years ago... After working as a sales manager in the retail and luxury goods industries for over 15 years, I decided to embark on a new career as a financial security advisor by joining the iA Financial Group team at the Brossard agency.
An avid runner in my spare time, I take advantage of this sport to discover new cities around Quebec, Canada and the world. Accustomed to working with multicultural and intergenerational teams and clients, I'm curious to hear your story! I work with families, self-employed individuals and owners of incorporated businesses or management companies.
My goal is to help you achieve your financial objectives, whether for special projects, retirement or wealth management. I can assist you with risk management, growing your investments and maximizing the tax strategies for which you are eligible.
Together, we will develop a personalized financial plan for you, whether it be for yourself, your family or your business. This plan will reflect your current situation and evolve over time. I also work with a team of professionals (mortgage broker, accountant, tax specialist and lawyer) who can assist me in providing you with the best possible service.
Don't wait to make an appointment for a free, no-obligation consultation. I cover all of Quebec with virtual consultations via Teams. 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
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.
Get a quote
For a chance to be one of our three winners, get a quote from iA Auto and Home Insurance.
Quick auto insurance quote Quick home insurance quote 1-866-650-4641Don’t forget to mention your contest code, , when you call.
Contest details .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).
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
* Average savings of $565 when clients bundle their auto and home insurance. Certain conditions apply. Subject to change without notice. Information collected between July 1, 2023 and December 20, 2023, from 352 new clients who purchased a new auto insurance policy covering at least one 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.