Raphaël Tremblay
Certificate in business administration
About me
As a financial security advisor with iA Financial Group, I leverage my university background in business administration and my management experience to support my clients in their financial projects—not by selling products, but by advising them on the best options. Guided by values of authenticity, adaptability and rigour, I strive to build lasting relationships based on trust with every person I work with.
My approach follows a structured process built around three meetings. I begin by gaining a clear understanding of your situation, then developing a tailored strategy that we will monitor and adjust as needed over time. I conduct a thorough and honest assessment of your needs and provide recommendations that I help you understand and evaluate with confidence.
Whether your goal is to protect your family, plan for retirement, save for projects or optimize your financial strategy, I rely on a team of specialists at iA in areas such as taxation, estate planning and advanced investment strategies, among others, at no additional cost to you. This allows me to offer you a comprehensive view of your situation. My goal is to provide clear, well-founded and proven recommendations.
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
For a chance to be one of our three winners, get a quote from iA Auto and Home Insurance.
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).
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.