Mélanie Potvin

Financial Security Advisor 1

iA Financial Group - Chicoutimi office

Need advice

Contact me

Tools

Participating Life Insurance

Maximize the growth of your estate

About me

My 18 years' experience in retail management has enabled me to acquire solid customer service, organizational and efficiency skills.  Over the last three years, I have gained vast experience working in caisses as a personal finance advisor. This experience has helped me discover a whole new passion! 

Having always had an entrepreneurial spirit and being invested in my career, I am now working with the Chicoutimi Agency of iA Financial Group and better serving clients.

My goal as an advisor is to offer you professional service and help you choose the right insurance products for you, according to your profile. I want to be a financial guide for my clients.

I am energetic, sincere and friendly. I love sports, including snowshoeing, jogging, spinning and working out.

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.

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.