Financial Security Advisor 1
iA Financial Group - Dorval, Ouest-de-l'Île office
Do more with less!
Your tax refund can be worth even more if you reinvest it.
Financial security has two components: insurance and savings. It is important not to neglect either. To assist you in this regard, I offer fast, efficient and personalized service for best results. I have over six years of experience as a financial security advisor at iA Financial Group, having obtained in-depth training offered by the company before obtaining my bachelor's degree. Moreover, I passed all my AMF exams without a single fail, earned my bachelor's degree faster than most and was subsequently assigned to the Dorval agency in the West Island.
Furthermore, in 2020, I joined Cabinet MRa, a specialized brokerage firm, which offers disability and health insurance plans to entrepreneurs, business owners and members of specific associations (Barreau du Québec, Chambres des notaires, chiropractors, ophthalmologists and various construction associations, among others). Working for Cabinet MRa has taken my career to a whole new level, as it allows me to be among the designated few who fully understand group insurance plans and are thus eligible to offer them to individuals. You can click on the following link to see which associations we are already working with: cabinetmra.com
In sum, when it comes to insurance, please feel free to contact me if you require any help or assistance in the areas of life insurance, mortgage insurance, group or individual disability and health insurance plans, critical illness insurance and home and car insurance. In regard to investments, I specialize in effective retirement planning by managing your RRSP, TFSA and RESP accounts (education plan for your children), as well as non-registered investments and portfolios. In my six years of experience, I can proudly say that I have over 300 clients who have different products with me. Many of them have as many as seven products and are very happy with my services. The reason behind my clients' satisfaction is simple: I love what I do. I love working with people and the challenges that it brings. I am very proud of my work thus far, where achieving a balance between the client's budget and their needs is key. People feel it and they want to do business with me. I look forward to hearing from 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
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 in individual savings products.Quick auto insurance quote Quick home insurance quote 1-866-650-4641
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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).
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* Average savings of $510 when clients bundle their auto and home insurance. Certain conditions apply. Subject to change without notice. Information collected between November 1, 2018 and May 1, 2019, from 299 new clients who purchased both a new auto insurance policy covering a single 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.