Mario Demers
Financial Security Advisor 1
iA Financial Group - Pointe-aux-Trembles office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
Hello,
I am pleased to present you with my services as a financial security advisor. I have extensive experience in the field and have helped countless clients achieve their financial goals. I firmly believe that financial security is essential for a peaceful and happy life. That's why I work with my clients to understand their needs and current financial situation in order to create a personalized plan that will meet their short- and long-term goals.
As a financial security advisor, I specialize in investments, tax and estate planning, insurance and debt management. I can help you make informed investment choices, minimize your tax burden, protect your wealth and manage your debt.
I am also available to help you understand the financial risks and opportunities you may face and to provide you with personalized advice to help you attain your long-term financial goals. I believe that my knowledge, experience and passion for financial security can help you achieve your financial dreams. If you are interested in my services, please do not hesitate to contact me to schedule an initial meeting.
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
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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 $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.