Bele John Kevin Okwo
Financial Security Advisor 1
iA Financial Group - Montérégie office
As a financial security advisor specializing in newcomers, minority communities and local businesses, I understand the unique challenges you face.
My expertise focuses on creating customized financial strategies, all informed by the core values at the heart of who I am: authenticity, sharing and caring. I believe in a financial approach rooted in authenticity, family sharing and caring for the community.
Financial success stems from alignment with your personal values. It's essential for me to take the time to understand you intimately, listening to your aspirations and concerns, to create authentic financial strategies designed specifically for you. Every decision concerning your wealth is rooted in your true identity.
Sharing is central to my approach. I focus on sharing at all financial levels, implementing solutions to grow and protect your wealth, with the aim of passing it on to your loved ones and future generations.
My caring approach is based on sincere intentions toward you and your financial future. Through personalized attention, I offer you wealth management and insurance solutions, all aligned with your aspirations and core values.
My mission is to guide you with integrity and transparency, developing customized strategies that reflect these values and help you achieve your goals with confidence. Let's work together to create a financial future that suits 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.
Property and casualty insurance products are offered and distributed by iA Auto and Home Insurance.