Financial Security Advisor 1 Sales Manager
iA Financial Group - Centropolis Laval office
With a bachelor's degree in administration and 15 years of experience in sales, administration and business management, I had the pleasure of working with iA Financial Group as a financial security advisor. Thanks to my personalized service and leadership, I was chosen as the premier advisor in insurance and investments of the Centropolis agency, Laval in 2021. I help my clients manage their personal and business finances: protecting their family and key individuals (accident, illness, disability, death benefits), retirement planning, bringing financial projects to life (purchasing a home, children's education, savings), managing their investments (risk management, portfolio diversification). Today, I occupy the position of Sales Director and I manage a team of financial security advisors. I act as a mentor to the advisors to support them in their training as well as in the development and evolution of their careers. I act as a resource person and answer their questions regarding products. I assist advisors to ensure that their service offerings meet the needs of their clients. I provide leadership to ensure good collaboration and communication within the team. I develop recruitment strategies to bring in new candidates to join my team. My values: integrity, teamwork, a climate of high performance and respect for others.
Feel free to contact me.
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.