Philippe Morin
B.B.A., RISFinancial Security Advisor 1 Mutual Fund Representative 2
iA Financial Group - Les Rivières office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
I'm a financial security advisor at the Les Rivières agency. I have a Bachelor's of Business Administration, am passionate about investments, and my educational background is marked by my involvement in the Fonds Alpha (Alpha fund) as an analyst and portfolio manager. I gravitated toward iA Financial Group, joining the company in January 2011. From 2013 to 2018, in addition to my duties as a financial security advisor, I also trained and provided a framework for over 20 advisors new to the field.
When you meet with me, I will begin by listening to you and being empathetic to your situation. I will collect all the information I need to get to know you. I will then help you by understanding the important issues regarding your financial situation and the financial concepts applicable to you. This will help me be able to suggest creative protection strategies and solutions adapted to your needs that will help you achieve your objectives and have peace of mind when it comes to your financial situation. I am here to give you a second opinion and to review investment strategies or protection plans whose relevance is in doubt. This service is at no cost to you and will allow us to get to know you. I will give you an accurate picture of your situation and make transparent recommendations that are in your interests. I look forward to meeting you!
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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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. 2 Investia Financial Services Inc.
* Average savings of $510 when clients bundle their auto and home insurance. Certain conditions apply. Subject to change without notice. Information collected between November 1, 2018 and May 1, 2019, from 299 new clients who purchased both a new auto insurance policy covering a single 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.
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