Eric Bernier MeunierBBA
Financial Security Advisor 1
iA Financial Group - Hull office
Dear friends, clients and future clients,
I have over ten years of experence in financial services. I have a bachelor's degree in finance and a diploma in financial planning. I'm also currenly in the process of completing a graduate diploma in taxation. I'm interested in everything that have to do with taxation and finance, and what gives me satisfaction is helping my clients manage their finances. If you're not already a client of mine, I invite you to schedule a no-obligation appointment so that we can see how I can help you put in place a financial plan tailored to your situation so that you can achieve your objectives. My team and I can help you with all yout financial projects, including:
- RRSPs, TFSAs, RESPs, savings
- Insurance (life, disability, critical illness, auto, home)
- Real estate, and more
I look forward to meeting you!
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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