Insurance of Persons Trainee
iA Financial Group - Beaugrand office
About meIt's been a multi-year journey that has led me to launch my career in the financial sector with iA Financial Group. After successfully completing the training and regulatory exams required by the Autorité des marchés financiers, I was able to begin the process of realizing a long-held goal: to work in a field I'm passionate about.
Working for the Beaugrand agency, I'm currently an insurance of persons trainee. Good financial management is crucial these days, both to achieve our goals and to enjoy peace of mind about our own situation.
It's easy to get lost when you consider the many of options available, which is why each situation requires tailored planning. As life goes by at breakneck speed, I'd like to propose that we pause a moment together. Over the course of an initial meeting, we'll draw up a plan: your plan.
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.