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
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.
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.