Financial Security Advisor 1 Mutual Fund Representative 2 Group Insurance and Annuity Plans Advisor
iA Financial Group - Champlain office
Following a 15-year career as an elite athlete, and after competing at the 2008 Olympic Games in Beijing, I left synchronized swimming in 2011, having accomplished what I set out to do. As a student in actuarial science at Université du Québec à Montréal (UQAM), leaving the sport allowed me to reorient myself and start down a new path in 2012, as a financial security advisor with iA Financial Group. Today, I put my value of excellence in my every day actions to work for my clients.
Do you want to reach your financial goals? I will create a plan to help you. My focus is working with business people in the Greater Montreal Area who have ambitious goals for their business and the growth of their operations. Hard-working and efficient, I take advantage of my network of experts to find the best tax solutions for my clients. One of my strengths is networking to create a dynamic network of people.
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.