Daniel Clarke
Financial Security Advisor 1
iA Financial Group - Farber Wealth agencies
Oakville (ON)
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
5 X $1,000 to be won contest
Everything you have in mind is possible, thanks to RRSPs, TFSAs and FHSAs.
About me
I am an avid swimmer, passionate home cook and family man who is determined to create the perfect sourdough loaf. Professionally, I am here to help entrepreneurs and family-owned businesses put all the pieces together.
If you map out a future that protects your legacy and allows your family to move forward with confidence, you are on the right path. After spending over a decade as a business owner in the hospitality industry, I know what it takes to build lasting relationships.
Together with my team, we will work to earn your trust and and will respect each of your unique needs. By developing a deep understanding of your family, I will ensure the advice you receive is clearly focused on achieving what is most important to you. From a foundation of hard work, humility and an innate drive for success, my team and I will partner with you on a journey to reach the financial outcomes you have planned for.
A complete service offer to answer your needs
Insurance
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
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.
Get a quote
Request a quote from iA Auto and Home Insurance and you’ll be entered for a chance to win $10,000.
Quick auto insurance quote Quick home insurance quote 1-866-650-4641Don’t forget to mention your contest code, , when you call.
Contest details .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).
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
* Average savings of $565 when clients bundle their auto and home insurance. Certain conditions apply. Subject to change without notice. Information collected between July 1, 2023 and December 20, 2023, from 352 new clients who purchased a new auto insurance policy covering at least one vehicle and a new home insurance policy with iA Auto and Home. This amount represents the average savings stated by the clients and is not a guarantee.
Property and casualty insurance products are offered and distributed by iA Auto and Home Insurance.