Financial Security Advisor 1
iA Financial Group - Saint-Denis office
Welcome to my web page!
As a financial security advisor, my main responsibilities consist of understanding your goals, which is the compass I use to guide you and find ingenious coverage and investment solutions to guarantee your financial security.
By checking out the various tabs and links on my site, you will see that it is designed to help you evaluate your profile and get immediate recommendations based on your financial needs. But the best way to proceed is to meet with me so that we can go over your needs and questions together to establish your objectives and come up with solutions that best fit you.
My services are free of charge and the many products offered by iA Financial Group, a solid company, can fit any budget.
What makes me a good advisor is my desire to help individuals and families achieve socio-economic success. I also provide support services to new advisors and help them develop their skills.
"One informed person is worth two uninformed people." People who know how to protect their assets, protect their wealth and properly manage and grow their resources will contribute to the economic growth of their progeny and their community.
My mission can be summarized as follows: educate, protect and prosper.
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.