Charalambos Dritsas

Financial Security Advisor 1

iA Financial Group - Ottawa office

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Tools

Quick and easy life insurance?

With Access Life, there’s no medical exam and acceptance is guaranteed.

About me

I help busy professionals, employees and families align their money with their life through financial and insurance planning. I CAN HELP YOU:

✔ ORGANIZE your financial life, allowing you to make better decisions

✔ REDUCE financial stress, letting you enjoy life with peace of mind

✔ PROTECT what’s important to you and your family through insurance and investment planning

✔ BUILD a financial plan that reflects your unique values, goals and dreams

✔ RECLAIM valuable time to spend with family and friends, instead of crunching numbers

✔ ACHIEVE your goals and dreams through personalized, comprehensive advice

✔ LIVE LIFE TO THE FULLEST, knowing that your plan will adapt as you and your life change

I take a collaborative and comprehensive approach to financial planning, working with you to build a plan that reflects YOU, YOUR FAMILY and YOUR LIFE. I am certified by the LLQP and licensed with FSRA. I therefore have the obligation to act in your best interest at all times, and practice full disclosure.

A complete service offer to answer your needs

Insurance

Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

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
Learn more about the value of an advisor

Economic news with Sébastien Mc Mahon and his team

Sébastien Mc Mahon is the interim chief economist and portfolio manager at iA Financial Group. In addition to managing over seven billion dollars in assets, Mr. Mc Mahon is a senior economist and a member of the company’s Asset Allocation Committee. Since 2019, he has been the sole manager of the Selection and Focus fund families.

1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.