Financial Security Advisor 1
iA Financial Group - Centropolis Laval office
I've been a financial security advisor at the Laval-Ouest agency for five years. As is the case for most clients, my family's and loved ones' wellbeing is one of my primary concerns. Whether you're single, a couple, a family or a business, I find satisfaction in making sure my clients are well protected in the face of the unexpected and putting in place strategies to help them achieve their short-, medium- and long-term financial objectives. My job is to educate, inform and advise my clients and provide the best solutions based on their needs and their budget. Needs change over time, that's why it's important to make sure you always have the best coverage. My role is to guide my clients by helping them adapt their financial plan at the different stages of their lives.
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
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