François GaudetBBA, F.Pl.
Financial Security Advisor 1
iA Financial Group - Hull office
When you work hard all your life, the last thing you want is to see your savings fade away. From a young age, I learned that with determination, honesty, hard work and mutual assistance, there is no challenge that can't be overcome. I've also enjoyed serving and helping others. People often tell me that I'm very helpful. After working the family farm, I completed a Bachelor of Business Administration (with honours), then earned my financial planner designation. I became a financial planner because I was convinced I could help, make a difference in people's financial situation. I was right! All too often people mistake advisors for planners and vice-versa. The mandate of a financial planner is more specific than that of an advisor and speaks to the planner's commitment to offering quality service. Obtaining this title from the Institut québécois de planification financière involves a higher level of training and compliance with strict standards. By working with me, you can be assured that I will be discreet and protect your privacy. Beyond the prescribed standards, I have set very high standards for myself in terms of establishing close ties with my clients.
My objective is to serve you honestly. Customer service is my biggest priority. My strategies starts with financial education. Whether you want to set up a savings plan, a death benefits strategy, a living benefits strategy for your family or your business, I can advise you and create the best plan. If my clients come back to see me from year to year, it's because they know how committed I am to their interests. Whether the solution is insurance products, a registered education savings plan (RESP), a retirement investment strategy or financial planning for your business, I would be happy to take the time to evaluate your situation and suggest the appropriate products. I look forward to meeting 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
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