Philippe Morin
B.B.A., RIS
About me
With a bachelor's degree in business administration and a passion for the world of investing, I had the opportunity to develop my analytical and strategic skills at Fonds Alpha, where I worked as an analyst and then as a portfolio manager.
Since January 2011, I have been working in the financial services sector with iA Financial Group, where I have built a practice based on attention to detail, listening and transparency. Between 2013 and 2018, in addition to my duties as an advisor, I supported more than 20 new professionals in their career integration by offering them training and personalized coaching. Since September 2021, I have held the title of Responsible Investment Specialist, allowing me to offer financial growth strategies aligned with my clients' personal values and social and environmental concerns.
In 2024, I completed specialized training in alternative mutual funds and hedge funds, thereby expanding the range of solutions I can offer. This expertise now allows me to recommend alternative mutual funds tailored to investors seeking greater diversification and non-traditional strategies.
My approach
Every meeting begins with attentive and empathetic listening to your situation. Comprehensive data is collected in order to clearly identify your objectives, priorities and financial reality. I then support you in understanding the key issues in your case, explaining the relevant financial concepts in layman's terms. Finally, I will propose customized protection and investment strategies that are creative and tailored to your profile, to help you achieve your goals while providing you with lasting peace of mind.
I am also available to offer a second opinion at no cost on an existing strategy or plan, in order to confirm its suitability and provide you with clear, honest recommendations that are always in your best interests. I look forward to meeting you and helping you achieve your financial goals.
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.
Get a quote
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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. 2 Investia Financial Services Inc.
* 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.