Isabèle Richer
Life Insurance Advisor Group Insurance Plans Advisor Mutual Fund Representative 2 Financial Security Advisor 1 Sales Manager
iA Financial Group - La Prairie agency
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
5 X $1,000 to be won contest
Everything you have in mind is possible, thanks to RRSPs, TFSAs and FHSAs.
About me
As a financial security advisor, I offer my expertise to help you achieve your financial goals and ensure your stable financial future, whether you're an entrepreneur or an individual. My experience enables me to provide you with personalized advice and develop strategies tailored to your unique situation in the following areas: investments (RRSPs, TFSAs, LIRAs, etc.), tax strategies, retirement strategies and personal insurance (disability, life, mortgage, critical illness, group).
I am also a member of the Canadian Association of Gift Planners. Strategic charitable giving is a focused and financially strategic approach to philanthropy that results in maximum benefits for both the charity and individual donor. Strategic charitable gift planning is a donor-centred process of planning current and future charitable gifts in a way that meets the donor’s philanthropic goals and balances personal, family and tax considerations.
I believe strongly in the power of involvement and giving. Contact me for all your financial planning. I'll be delighted to help you find the best strategies for you, your business and your family.
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
Insurance
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
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.
Get a quote
Request a quote from iA Auto and Home Insurance and you’ll be entered for a chance to win $10,000.
Quick auto insurance quote Quick home insurance quote 1-866-650-4641Don’t forget to mention your contest code, , when you call.
Contest details .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).
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
* Average savings of $565 when clients bundle their auto and home insurance. Certain conditions apply. Subject to change without notice. Information collected between July 1, 2023 and December 20, 2023, from 352 new clients who purchased a new auto insurance policy covering at least one vehicle and a new home insurance policy with iA Auto and Home. This amount represents the average savings stated by the clients and is not a guarantee.
Property and casualty insurance products are offered and distributed by iA Auto and Home Insurance.