Financial Security Advisor 1
iA Financial Group - Ottawa office
Loving your family means taking care of their financial stability and providing a safety net in the event of the unexpected. I have a background in engineering with more than 25 years of experience in sales, out of which are four years in insurance and financial services with iA Financial Group.
I strongly believe that my clients' financial wellbeing is of utmost importance, and I provide personalized solutions that meet their unique needs. I firmly believe that with the right guidance and advice, anyone can achieve financial success, regardless of their income level or background. I work with business owners to help them maximize the long-term value of their wealth for themselves and their families.
As a licensed insurance advisor (in the provinces of Quebec and Ontario), I am proud to offer:
- Life insurance
- Mortgage insurance
- Living benefits such as critical illness and disability insurance
- Travel insurance
- Non-registered savings plans
Also, iA can offer auto and home insurance in Quebec. Please feel free to contact me by phone or email. I look forward to working with 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
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.