Financial Security Advisor 1
iA Financial Group - Québec Rive-Sud office
I've been at the Québec Rive-Sud agency, in Lévis, for nearly nine years, but I'm still a Beauceronne at heart. A dedicated and genuine mother, I will tell you like it is, with transparency. Available, generous with my time, and able to explain complex notions in plain language, I will be happy to help you make your dreams come true and make your projects a reality. You will benefit from the knowledge I've acquired through recent training. I'm also on my way to earning my financial planner designation, as I enjoy taking on new challenges so that I can better help my clients. My objective is to analyze your situation, find financial solutions and strategies tailored to your situation, your family or your business while respecting your budget. Formerly the president of a networking group, I have a network of businesspeople to help you based on your needs. If you're looking for a long-term relationship built on trust, I'm the person for 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
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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