Financial Security Advisor 1
iA Financial Group - Saint-Denis office
With my experience in customer service, I'm committed to listening to and providing my clients with the best service. I have over ten years' experience as a bookkeeper, so for me, hard work is the key to success. I joined iA Financial Group to pursue my career path in a field that brings me right back to my love of people.
My aim is to help people achieve their financial goals, whatever they may be. To this end, I have set myself the objective of getting to know you, identifying your needs and concerns and accompanying you throughout your journey.
With the range of products we have at iA Financial Group, I'll be able to offer you solutions tailored to your situation. From savings and investments to life insurance and critical illness insurance, I'll make sure your future is protected.
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.