Jonathan Poulin
Financial Security Advisor 1
iA Financial Group - Sherbrooke office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
With over 12 years of experience in the financial services and financial planning industry, I have always been committed to serving my clients with integrity, rigor and innovation. This is why I chose to create a team of multi-talented assistants and advisors who are committed to client satisfaction. We truly work in synergy with each other and will do the same with you. This way of working allows us to stand out from our peers and to be constantly recommended to our clients' acquaintances, which motivates us to continually outdo ourselves.
We serve a diverse clientele (self-employed, families, business owners, professionals and retirees) and are able to offer you a full range of products and services through iA Financial Group:
- Life and health insurance products (life, disability, critical illness, partner and key person insurance, etc.)
- Investments (RRSP, TFSA, RESP, non-registered)
- Investment funds and guaranteed investments
- Mortgages (through our partner Multi-Prêts)
- Home and auto insurance (through iA Auto and Home Insurance and Lareau)
- Travel insurance (through our partner TuGo)
- Group insurance (through our partner AGA)
Do not hesitate to contact us to discuss your projects or your financial concerns. We will be happy to help you see more clearly in a field where it is easy to get lost. You can also make an appointment directly in my calendar by choosing the time and the formula that suits you.
I look forward to accompanying 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
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
For a chance to be one of our three winners, get a quote from iA Auto and Home Insurance.
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.