As your financial security advisor, I'm proud to present my services to you. My goal is to help you secure your financial future and achieve your personal goals with confidence and peace of mind. As a financial security professional, I understand that the topics of insurance and investments may seem unexciting at first glance. However, I firmly believe that understanding these topics is essential to making informed decisions and prospering financially.
What sets me apart is my firm belief that to be an effective advisor is to be both knowledgeable and personable. I'm committed to building a trusting relationship with you by listening carefully and understanding your unique needs and aspirations. I believe this personal approach is essential to guiding you towards the financial solutions that best fit your needs.
As a young and dynamic financial advisor, I bring a fresh and innovative perspective to my services. My energy and enthusiasm drive me to constantly exceed your expectations. I'm committed to going above and beyond client satisfaction by providing exceptional service and sound advice to help you achieve your financial goals. Although I plan to use my own advice to retire at a relatively early age, I am fully committed to my current career as a financial security advisor. I'm here to support you over the long term, helping you navigate the different stages of your financial life. My young age is an advantage, as it allows me to understand the realities and challenges ahead of you and the ones you are dealing with today.
I look forward to working with you and helping you build a solid financial future. Please feel free to contact me for a free consultation, where we can discuss your specific needs and develop a personalized strategy to help you achieve your financial goals.
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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