Frédéric Marquis
BBAFinancial Security Advisor 1 Mutual Fund Representative 2 Sales Manager
iA Financial Group - Beaubien office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
Do you manage an SME? Are you an self-employed worker? Do you have a family?
My expertise and career are built on sound and transparent collaboration. Trust me to guide you in your important decisions. I am a senior financial security advisor who is recognized for my strategic thinking and my approach based on the satisfaction of my clients. Given that you spend most of your time building your career or growing your family, it is important to take the time to structure and protect your assets while building for the future.
I work hard to develop the best solutions for your SME, your family and you, while taking into consideration your reality and the issues facing you, and not simply my product portfolio.
A little about me
I have ten years of experience in the financial services industry, and am a sales manager and coach for my banner. I am also passionate about entrepreneurship and wealth management. I help entrepreneurs and presidents, self-employed workers and families find financial success.
I help those who want to KNOW, DECIDE and ACT when it comes to putting in place the best financial management practices or to be prepared for unexpected or sudden changes that life can throw at us. Using advice, services and products, I will help you to make it possible to focus on realizing your goals without questioning your financial situation.
My areas of focus include shareholder agreements; strategic financial management for SMEs; life, disability and mortgage loan insurance; and RRSP, TFSA and RESP investments.
Feel free to contact me to guarantee a sound financial present and future adapted to your reality.
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
Insurance
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
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.
Get a quote
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Quick auto insurance quote Quick home insurance quote 1-866-650-4641Don’t forget to mention your contest code, , when you call.
Contest details .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).
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
* Average savings of $510 when clients bundle their auto and home insurance. Certain conditions apply. Subject to change without notice. Information collected between November 1, 2018 and May 1, 2019, from 299 new clients who purchased both a new auto insurance policy covering a single vehicle and a new home insurance policy with iA Auto and Home. This amount represents the average savings stated by the clients and is not a guarantee.
Property and casualty insurance products are offered and distributed by iA Auto and Home Insurance.