Danielle Balem

MBA, Master's of Law, Economics and Marketing Management

Financial Security Advisor 1

iA Financial Group - Centropolis Laval office

For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.

Contact me

Tax refund

It can pay off even more if you reinvest it.

About me

My experience as a business team manager evolved over 16 years in the African telecom industry. I enjoyed the various activities I was responsible for, from trade marketing to management to distribution network facilitation via the Mobile Money project.

After earning a bachelor's degree in socio-anthropology from the Catholic University of Central Africa, a master's degree in law and economics (marketing focus) from Université de Montpellier, I decided it was relevant to get an MBA from IAE Paris business school in order to better understand how businesses work.

After moving to Canada, the opportunity to change industries and take on new challenges became the obvious choice, this time in the financial sector, after earning my AMF insurance of persons certificate. Working in the dynamic investments and insurance industry, I can keep in contact with with clients and build relationships from different backgrounds.

I am committed to helping you manage your investments, advising you on a variety of investment options, from RRSPs to TFSAs to RESPs and your individual and group insurance products, thus allowing you to optimize your resources and grow your wealth.

Don't wait! Call for a quote or a comparison. I look forward to serving 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

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 1-866-650-4641

Don’t forget to mention your contest code, , when you call.

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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
Learn more about the value of an advisor

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.