I'm a financial security advisor dedicated to your financial wellbeing. My role is to offer you personalized advice to improve your financial situation. My approach begins with a thorough assessment of your current situation and goals. Based on this, I create a customized financial plan that reflects your needs.
I will carefully manage your investments and diversify your portfolio. Insurance solutions and tax strategies will also be offered to provide you with the best protection. I will regularly monitor your progress and make any necessary adjustments to your plans.
Financial education is a key component of my approach. I make sure you fully understand your options so you can make informed decisions with confidence.
In short, my goal is to strengthen your financial security while equipping you with the tools you need to take control of your finances.
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.
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