Financial Security Advisor 1
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 $13.8M 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.
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.
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.