Financial Security Advisor 1 Mutual Fund Representative 2 Financial planner
iA Financial Group - Lanaudière office
For nearly 15 years now, I've been working in the financial services industry at iA Financial Group. As an affiliate with the Lanaudière agency since the very beginning, both as an advisor and as a manager for 10 years, I have made a point of serving clients with integrity and a strong sense of ethics. These are important personal values for me. The trusting relationship I build with my clients is the cornerstone of my service.
With a bachelor's degree in business administration from ESG UQAM and as an IQPF certified financial planner, my training covers a wide range of fields. This allows me to apply both my academic and practical skills, not to mention my human side, with the aim of providing the best possible service. I will listen to all your concerns and make sure they are properly attended to.
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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