Financial Security Advisor 1 Group Insurance and Annuity Plans Advisor
iA Financial Group - Lebourgneuf office
I have been working in the financial services industry for almost 20 years. My mission? To guide you in reaching your financial goals through strategies adapted to your personal and professional situations. I will put together a personalized plan that meets your expectations.
My affiliation with the iA Financial Group family enables me to fulfill this mandate thanks to a large team of passionate, energetic and competent professionals who are always ready to work with me. It is with this team that we will be able to work together to set up a solid and effective strategy that will enable you to reach your most cherished goals and realize your projects.
I look forward to working with you!
Denis Savard, Financial Security Advisor, Group Insurance and Group Annuity Plans Advisor
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.