Haithem SfaxiDESS, MSc
iA Financial Group - Pointe-aux-Trembles office
I have a graduate degree in corporate finance and a master's degree in engineering. I am currently a financial security advisor at iA Financial Group's Pointe-aux-Trembles agency. I've been working in the financial industry for six years. My goal is to improve my clients' quality of life by meeting their needs and helping them build and preserve their wealth. This will help them reach their goals and achieve their dreams. I work with integrity, professionalism, competence and transparency. I make sure that my clients have the information they need to make informed decisions. I give my clients the financial planning tools they need to select the products that best meet their needs. I am duly certified with the AMF as a financial security advisor and am authorized to offer insurance and investment products to best meet the needs of my clients.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification
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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
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