Financial Security Advisor 1
iA Financial Group - Beauce-Appalaches office
I'm the mom of three adult children. When my daughter had health problems at the age of 16, which meant she would no longer be insurable, I really became aware of the importance of prevention and of being adequately protected in all circumstances.
After two years as an assistant, I decided to add a few more arrows to my quiver and to further develop my ability to advise clients: I decided to take the plunge and complete the training that would enable me to become a financial security advisor.
Available, discreet, a good listener and hard-working, I'll be there for you at every stage of your life. Whether it's for the birth of your child, the purchase of a home or business, investments, a disability or serious illness, your retirement, or an estate plan, I can support and guide you in making the right financial security choices.
Don't hesitate to contact me
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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1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
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