Financial Security Advisor 1
iA Financial Group - Trois-Rivières office
Customer service has always been at the heart of my work. Whether you're planning major projects such as buying a home or planning your retirement, I will attend to your financial needs.
My team and I will put together financial and tax strategies to help you grow your investments and save money, both on an individual and business level. Your financial security is more than important and planning for your future is essential to complete your projects and to face life's unexpected obstacles.
I am a conscientious and discreet person. It will be my pleasure to meet with you in order to get to know you better. The self-employed, employees, retirees and companies: it would be highly beneficial for you to contact me. Personalized service at no extra charge!
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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