Insurance of Persons Trainee
iA Financial Group - Joliette office
I've been an insurance of persons trainee since October 2023. A recent AMF graduate, I'm now mentored by the very best at the Joliette agency.
I've been passionate about improving my financial knowledge for several years. I love passing on my expertise and helping others improve their finances and achieve their dreams. Give me a chance to advise and guide you.
Your desire to leave an inheritance, settle your funeral expenses, ensure an income in the event of disability or serious illness, or grow your money for retirement, a trip, a car or a cottage, and much more. I'll listen to your needs and give you the best advice to achieve your goals.
I look forward to being your advisor.
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
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
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).
Canada: A <em>per capita</em> recession
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
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