David Lafrenière

CSF

Financial Security Advisor 1

iA Financial Group - Vallée-de-l’Or office

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

Contact me

Travel Insurance

Plan for the unexpected with our travel insurance and be protected wherever you go.

About me

I've been involved in the financial security industry as an advisor since 2014. With a passion for numbers and driven by a deep commitment to honesty, I have found my calling in this profession.

I love working with financial data, analysing and interpreting it to help my clients make informed decisions. My approach is based on simplicity and clarity.

I strive to demystify financial jargon and explain complex concepts in a way that is accessible to everyone. For me, it's essential that my clients fully understand the financial issues they face, so that they can make decisions with confidence and full knowledge of the facts.

Over the years, I have developed a relationship of trust with my clients based on transparency, integrity and professionalism. Every day, I strive to earn that trust by providing personalized advice and implementing solutions tailored to their specific needs.

In short, as a financial security advisor, I am deeply committed to my profession, passionate about numbers, honest in my interactions and determined to simplify the financial world for my clients.

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.

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.