Luis Arbulu

Financial Security Advisor 1

iA Financial Group - Duvernay office

Need advice

Contact me

Tools

Critical illness insurance

Discover the Transition Index that fits you

About me

A relationship built on trust at any time. 

First and foremost, my role as an advisor is to guide and support you in your projects. I will work with you to find the best insurance and savings solutions, with discretion and confidentiality.

My team and I will provide the best information to help you make the best decisions. We care about you and your family and will work with you, at any time.

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.

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
Learn more about the value of an advisor

Economic News with Clément Gignac and his Team

Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds.

1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.