Financial Security Advisor 1
iA Financial Group - Centropolis Laval office
I'm a financial security advisor at iA Financial Group's Laval-Ouest agency and it's my duty continue to update my knowledge of the financial security industry, by obtaining professional development credits so that I can provide relevant, up-to-date advice to help you bring your most important projects to life. My mission is to help my clients with their financial decisions by coming up with a financial plan that will help them achieve their objectives. I also provide personalized wealth management services that help my clients reduce the tax impact, eliminate the fear of not having enough money, and retire comfortably. Quality communications allow me to build long-term relationships with my clients built on trust. To do so, I rely on values that guide my actions and help me stand out from the competition: honesty, transparency and confidentiality.
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.