Financial Security Advisor 1
iA Financial Group - Mauricie office
Why become a financial security advisor?
Having had our children in our early twenties, my husband and I would have appreciated someone to help us with our personal finances; someone to guide us in our financial management and help us make all our dreams come true.
I make it my duty to meet with young families to help them achieve a sustainable financial future and realize their life goals. As a businesswoman myself, I'm well aware of the challenges that a disability or death can bring to a company. It would be wise to call on me for expert advice. A woman of action and determination, I'd be delighted to help you with your personal, family and professional finances.
Whether your ultimate dream is a romantic trip to Paris, a family visit to Disneyland or the purchase of a property in Florida, we'll work together to make it a reality.
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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