Guillermo VarelaBachelor of Science, SSHGD in Management
Financial Security Advisor 1
iA Financial Group - Cartier office
I aim to build with you a long-lasting relationship based on trust. First and foremost, my role is to support you in all your projects. We will discuss the best insurance and savings solutions discretely and confidentially. Together, we will draw a portrait of your financial situation and find the best solutions to protect your loved ones and make your dreams a reality.
I can help you with your individual life insurance, disability insurance, travel insurance, accident insurance, critical illness insurance, mortgage insurance, guaranteed interest investment, segregated fund, individual annuities, registered retirement savings plan (RRSP), registered education savings plan (RESP), tax-free savings account (TFSA), registered retirement income fund (RRIF) needs.
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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