Financial Security Advisor 1
iA Financial Group - Centropolis Laval office
I am a financial security advisor. I worked in the field of sports for 10 years and the field of health for about 3 years. Finally, I decided to change careers and go into finance.
I understand that the financial field can be complex and confusing, which is why I am here to guide you every step of the way. My role will be to help you achieve your financial goals, to help you assess your current financial situation, to identify your medium- and long-term goals and to create an action plan to achieve them. I will help you understand the different investment options available and choose the most appropriate ones for you.
I believe that the key to successful financial planning is open and honest communication. I am available to answer any questions you may have and help you make the best decisions for your financial future.
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
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1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
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