Jonathan Isabelle-Levesque

About me

I'm a financial security advisor with iA. Why is financial security important?

- To protect your assets: In the event of job loss, illness or accident, it's crucial to have measures in place to protect your wealth.
- To be prepared for the future: Whether for retirement, your children's education or a real estate project, good financial planning helps you realize your dreams.
- To handle the unexpected: Good financial security means you can deal with the unexpected without compromising your retirement plans.

My services:

Personalized financial assessment
- Analysis of your current financial situation
- Identification of your short- and long-term goals

Retirement planning
- Strategies to maximize your savings
- Solutions for a regular income after retirement

Insurance and protection
- Life, health and disability insurance
- Protecting your family in the event of death or critical illness

Investments
- Investment advice that fits your profile
- Diversification to minimize risk and maximize returns

Tax planning
- Tax optimization to reduce your tax burden
- Strategies to increase your savings

My approach:
- Personalized analysis: I start with a detailed analysis of your financial situation.
- Expert advice: I develop customized strategies.
- Regular follow-up: I'm here to help you make adjustments to your plan as your situation and financial markets evolve.

Conclusion:
Financial security is not a luxury, it's a necessity. At iA, we're here to help you build a solid, worry-free financial future. Don't wait any longer to secure your financial future.

I'd be happy to answer your questions and discuss how we can help you achieve your financial goals.

Thank you for your attention.

As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification