Industrial Alliance Insurance and Financial Services Inc.
Financial services company
iA Financial Group - Duvernay office
I joined iA Financial Group in February 2003. I was first attached to the Montréal-Maisonneuve Agency, then transferred to the new Duvernay (Laval) Agency in 2012. I also have almost five years' experience as Sales Manager (2006-2011).
I serve approximately 1,000 people and help them determine their financial goals with respect to retirement savings and insurance. I propose a savings strategy that focuses on divesification and discipline and that is based on the client's investment horizon, risk tolerance and total assets. I have $12M in assets under management.
I'm not only a financial security advisor, I am also a father, owner of a home in the suburbs and a taxpayer. I have lived same experiences as my clients, which enables me to step into their shoes when giving them financial advice.
Why insure your
mortgage loan with us?
Is your life insurance doing enough for you?Take the test
Saving could mean travelling: win a $4,000 travel creditSee the contest
Free critical illness
insurance for children
aged two to five