I'm a financial security advisor and professional mountain bike athlete. Over time, I've come to realize that finances are a very taboo subject, and some people don't even want to talk about it. My job is to talk openly about it, and I have the answers to all your questions.
Among other things, we can look at the benefits of saving, how RRSPs and RESPs work, retirement planning or planning to buy an income property or a house. In short, are you an entrepreneur looking to optimize your tax strategies to keep more of your money tax-free? A number of options and legal solutions exist and are within everyone's reach.
What's more, are you a business owner or self-employed? Protecting your salary in the event of disability, illness or even death is of paramount importance to you and those around you. I'd be delighted to chat with 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
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
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