Financial Security Advisor 1
iA Financial Group - Saint-Martin office
I've been a financial security advisor at the Saint-Martin agency for six years. My expertise and experience enable me to establish plans for my clients and help them reach their short-, medium- and long-term financial goals The service I provide is based on respect and confidentiality. The values I've developed include trust, honesty and an ability to listen.
I work primarily in life insurance, mortgage insurance, disability insurance, mortgage loan insurance, critical illness insurance and investments, which include registered education savings plans (RESP), registered retirement savings plans (RRSP), tax-free savings accounts (TFSA), guaranteed interest accounts and more. Remember, I will guide you down the road to financial success!
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
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1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
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