Financial Security Advisor 1
iA Financial Group - Drummondville office
While I'm now beginning as an insurance of persons trainee with iA Financial Group in Drummondville, I've been working in this field for several years. Trained as an accountant and cost accountant, I've developed a real knack for numbers throughout my career.
Obviously, not everyone has this ability and I aim to make the figures as clear as possible for each of my clients. I enjoy listening to and helping people.
I also believe that to be fulfilled in life, we need to put aside the negative influences on our wellbeing. That's why, as a financial security advisor, I strive to help people remove the stress from their lives with personalized financial planning.
I look forward to meeting you.
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.