Financial Security Advisor 1
iA Financial Group - Matane-Gaspésie office
Hi! I'm Annie-Kim Malo, and I'm a financial security advisor with iA Financial Group. Because I've always wanted to help people, I first went into nursing. Now, I continue to help people but in a more positive way. In nursing, I saw a lot of people go into debt taking care of themselves. Today, I help people prepare for things like that because, even if they get sick, they are in good financial health. This will help them focus fully on their recovery. I believe it's important to educate people about the things that can turn their lives upside down. Contrary to what people believe, it doesn't just happen to someone else and we don't always know enough.
What can I help you with today?
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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