Sales Manager Financial Security Advisor 1
iA Financial Group - Beauport office
I'm an iA Financial Group sales manager. With over three years of experience at iA Financial Group, I will work with you to review your financial plan relative to your coverage and asset management. Whether for your insurance (mortgage, life, disability, accident, travel and critical illness), your investments and registered plans (RRSP, TFSA, RESP, RRIF, LIRA and more), or your wealth management needs, an overview of your situation will help you make informed decisions that work for your life history. I continue to take courses on investments, insurance and financial planning so that I can stay abreast of new developments and help you make the right decisions. Feel free to contact me today! 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.