Financial Security Advisor 1 Sales Manager
iA Financial Group - Lebourgneuf office
I have been a financial security advisor for a few years. I chose the iA Financial Group family for its legendary reputation and because it is deeply rooted in the financial services industry.
Passionate, energetic and professional are just a few words that describe me. As the father of two young children, I understand the families of today. Life moves pretty fast, and I believe that it is important to take the time to examine savings and insurance strategies and use these to protect your family's assets. I take into consideration the family, financial, personal and professional aspects of my clients' lives and develop a personalized plan that meets their needs.
I am available and attentive to my clients' needs. Together, we can accomplish great things! Thank you for your trust and I look forward to working 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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