Hélène BoisvertCLU, F.Pl., B.A.Sc.
Financial Security Advisor 1 Mutual Fund Representative 2
iA Financial Group - Sherbrooke office
“The future is in your hands… Act today to plan for tomorrow!” That’s been my motto for twenty-five years. Working at the Sherbrooke agency, I advocate for sensible advice and putting it into action. Having completed the required academic training and acquired much experience over the years, I listen to clients’ needs to help them achieve what’s important to them. I am dedicated, honest, respectful and ready to serve.
Here in Sherbrooke, I’m involved with fundraising for the Maison de la famille and the Fondation Christian Vachon. These organizations work for the well-being of primary school students in the region. I’ve also been participating in triathlons for the past five years. Getting people into action and being in action is energizing. Achieving goals brings me great joy and is a source of motivation. I look forward to making a difference for 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
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1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
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