Raphael Rendon

Financial Security Advisor 1

iA Financial Group - Saint-Martin office

For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.

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About me

Hi, I'm a new financial security advisor with the Saint-Martin agency, a team known for its professionalism and close relationships with its clients. Honesty, kindness and a sincere concern for the wellbeing of others are at the heart of my personal values.

As the father of a big wonderful family, I have learned the importance of listening, caring and planning to build a solid and peaceful future. What motivates me to do this job is my deep desire to help people achieve their life goals.

My role is to support you with transparency and respect, in order to offer you tailored and sustainable solutions. Whether you want to protect what you love, plan for retirement or bring your goals to life, I will be there to guide you every step of the way. I look forward to getting to know you and helping you achieve financial peace of mind.

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.

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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
Learn more about the value of an advisor

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).

1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.

* 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.