Branch Manager Mutual Fund Representative 2 Financial Security Advisor 1 Sales Manager
iA Financial Group - Gatineau office
Hello everyone, I'm Chantal Dicaire, Financial Security Advisor. I specialize in life, disability and critical illness insurance.
I'm experienced, confident and take the time to listen to you and advise you. The advantage of being well-protected is making sure you can cover your final expenses and any debts you may have, and make sure your family has the resources they need to maintain a comfortable lifestyle, pay any estate taxes to make sure that you maximize the amounts distributed to your children and grandchildren. It can also help you leave something to the community or a charitable organization, or provide your business with the necessary funds to finance a buy-back agreement and protect your business in the event of the loss of a key employee.
It's important to know that the money you invest in insurance can help you build a tax-effective surrender value during your lifetime that you can use to bring personal and professional projects to life as a source of retirement income and to give you the funds you need for long-term or home care.
Don't wait until it's too late to think about insurance, which can help you financially. It can help you recover worry-free from an illness or disability without having to dip into your RRSP or putting you deep into debt.
Take the time to become informed. I'm someone who will pay attention to your needs and your budget.
Ask yourself one question: how much time have you spent planning your financial future?
For unparalleled advice from an extraordinary advisor, THINK Chantal Dicaire.
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.