Financial Security Advisor 1
iA Financial Group - Rivière-du-Loup office
Are you looking for an advisor with whom you can take informative meetings about your finances without eventually feeling tired and bored? Look no further! I'm here to share my knowledge with enthusiasm and good cheer.
Insurance and investments are areas that require careful attention, both for the advisor and the client. My empathy has been forged over more than a decade of experience in customer service, and will serve to support you throughout your life. In good times and bad, I'll be there to listen to your needs.
Nearly two years ago, I was recruited to the Rivière-du-Loup agency. What made me jump on this opportunity was that I learned that a financial security advisor is a professional committed to supporting clients at every stage of their lives.
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.