Financial Security Advisor 1 Branch Manager
iA Financial Group - Saint-Jérôme office
I've had the honour of being at the heart of the St-Jérôme agency's business development as branch manager since 2013. Established in 2008, the St-Jérôme agency has expanded and renovated in order to welcome a growing team and better serve our clients. We have earned several distinctions and have donated over $100,000 to various organizations in the region. I'm also involved in the community personally, as president of the Cégep St-Jérôme foundation, and with the United Way campaign. These are just a few ways to make a difference in the Laurentides region.
My vision is to offer individual financial plans to help you make your goals and dreams a reality. My mission is to provide a dynamic and disciplined multidisciplinary team who will help you go from standard to exceptional.
Working with the St-Jérôme agency will guarantee financial, legal and estate-planning success.
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.