Financial Security Advisor 1
iA Financial Group - Vallée du Richelieu
Hello, I am passionate about wealth management and have extensive experience in financial advising. My goal is to help you make informed decisions that will secure your financial future.
As a financial security advisor, I have expertise in a variety of areas, including insurance, investments and retirement plans. I will work closely with you to understand your unique financial needs and help you develop a personalized strategy to achieve your long-term goals.
I am passionate about helping people maximize their financial potential. I also have exceptional communication skills, which allow me to provide clear, practical advice to help you make informed financial decisions.
As a financial security advisor, I'm dedicated to helping you protect your financial future and achieve your financial goals. I'm available to discuss your needs and help you develop a personalized financial plan that addresses your unique objectives.
I'm certain that I can help you confidently navigate the financial world. If you're looking for a knowledgeable and dedicated financial security advisor, please feel free to contact me to learn more about my services.
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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