Financial Security Advisor 1
iA Financial Group - Trois-Rivières office
Passionate about finance, I'm in the process of completing a BBA with a focus in finance at Université du Québec à Trois-Rivières. Having recently earned my probationary licence from the Autorité des marchés financiers, I am ready to take on challenges. I enjoy setting goals and then surpassing them, in both my professional life as in sports. And that's a good thing, once I become a financial security advisor at iA Financial Group's Trois-Rivières agency, I will work with clients to help them achieve their objectives! Analytical by nature, I enjoy explaining abstract notions in concrete terms and making sure people understand the strategies I build for them, and finding the best financial plan based on each situation, as each client is unique! My business partners and I have adopted the mission of equipping you so that you can better understand your finances. I look forward to working with 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.