You know, we all have plans. For some, the plan is the purchase of a first home. For others, it's taking early retirement. Your neighbour's plan may be to have a baby within the next year. What's your plan? If you're asking yourself what my role is in YOUR plan, it's to help you bring it to life. I've been working on helping people bring their plans to life since 2010.
HOW WILL I DO IT?
I will help you put more money aside to help you save the ideal down deposit for the purchase of your first home...I will guide you through the steps to help you have the golden retirement you hope for...I will be there, over the years, to put you on the right path towards a successful plan, should you stray.
WHY DO I DO WHAT I DO?
I do this because my clients are like a second family to me. As long as I can remember, I've always cared about my clients' wellbeing. I've always wanted to help my clients save and get the most out of each dollar they invest. I'm the one who will take you by the hand and help you do what is needed for your finances. If we choose each other, we will work TOGETHER to achieve your objectives. Together, we will build a plan that will make you happy and help you reach new heights. Before I can give financial advice, I need to get to know the person who needs me. Relationships of trust are built first on a real concern for your situation and I will adapt my advice to it. Contact me and together, we can discuss your plan.
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
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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
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