Financial Security Advisor 1 Mutual Fund Representative 2 Group Insurance and Annuity Plans Advisor
iA Financial Group - Dorval, Ouest-de-l'Île office
About meI am an advisor with 25-plus years of experience in the financial security sector. I have been attached to the Saint-Laurent agency on the West Island of Montreal for the last 13 years. I make sure to be up-to-date with today's current changes in my field by continuously taking training courses. I value my family and family values. Thus, I understand today's busy families and their needs. I can also help business owners with many products ranging from insurance to retirement plans. My motivation to do what I do is to protect the public with a vast array of products for any need anyone may have. I am an advisor with a lot of experience and the ability to listen to your concerns and find the right solution.
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.