Do you want to feel heard? Allow me the opportunity to understand your unique story—by allowing me the privilege of simplifying the so-called “complex financial world and all the fancy terms”; my clients are guided to achieve the financial freedom they deserve. I value the ability to help others and work with my clients to help them understand their financial situation, as well as achieve their short- and long-term goals. I focus on creating the best plan for my clients to weather any economic situation.
I am not just here to talk about insurance and savings. I am here to listen to your needs. I am qualified to offer you concrete solutions to protect your family or your business and guarantee your quality of life—now and in the future. Skilled in Customer Service and leadership roles for over 30 years, I am trained in insurance and financial services for individuals, families, and small businesses.
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.
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