Mario Aviles

About me

I’m a financial security advisor whose expertise lies in working with managers and individuals. My priority is helping them transform their financial future and reach their personal financial goals through my unique approach, which is adapted to managers’ and individuals’ career path.

My expertise consists of helping people identify key risks in retirement and creating a process to help them avoid market downturns while protecting their savings.

Are you a manager or professional who is climbing the corporate ladder in order to reach their income and personal retirement goals?

It’s likely that you are busy putting out fires and taking on new challenges related to a management position. Most managers and professionals spend long hours contributing to the success of the company in general and corporate projects and sometimes lose sight of their personal objectives in terms of financial freedom.

As a result, they end up retiring years after they’ve planned to.

Have you asked yourself the following questions?

• - If you lost your job today (executives have the highest turnover rate), how much would you have in savings and how would this affect your retirement plan?
• - Do you know if your company supports flexible investment, which is becoming roe and more popular in many plans sponsored by companies?
• - Have you recently evaluated your portfolio to see how it would behave in another market crash like the one in 2008?
• - Do you know when you can retire or how much money you’ll need to retire comfortably and maintain your desired lifestyle?

These are just a few questions I can help you answer.

Avoid the following: “being successful, earning a lot of money but retiring late due to a lack of effective financial planning”.

Contact me today at marioalfredo.aviles@agc.ia.ca if you need help in this area.

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