Mendoza Gene Lois
Mutual Fund Representative 2 Life Insurance Advisor Life and Accident & Sickness Agent (including seg funds)
iA Financial Group - Balanced Financial Solutions Office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
Hi, I’m a licensed financial advisor with Balanced Financial Solutions, serving individuals and families across Ontario. With over 10 years of experience in the financial industry—as a personal banker, bookkeeper and insurance advisor—I help clients make confident, long-term decisions. I hold an LLQP licence and a Digital Marketing Specialist diploma with honours from Trillium College. Whether you’re in your 30s building an investment portfolio or a parent securing your children’s future, I specialize in Universal and Whole Life insurance solutions that grow tax-free, offer paid-up options and support legacy planning. I’m here to simplify your financial path, protect what matters most and help you build wealth that lasts.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 $565 when clients bundle their auto and home insurance. Certain conditions apply. Subject to change without notice. Information collected between July 1, 2023 and December 20, 2023, from 352 new clients who purchased a new auto insurance policy covering at least one 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.