About me
Your trusted partner. With over 17 years of experience in the financial services industry, I have dedicated my career to helping individuals, families and business owners build financial confidence through protection, planning and long-term wealth strategies. As an insurance advisor with Industrial Alliance Insurance and Financial Services Inc., operating through The Mirco Group Inc., and proudly serving clients through XETA Professional Services Corp., I am committed to providing personalized solutions that align with each client's unique goal and circumstances.
Professional training and expertise
Over the years, I have completed extensive training in:
- • Life insurance planning
- • Retirement and estate planning
- • Wealth preservation strategies
- • Segregated funds and investment solutions
- • Critical illness and disability insurance
- • Corporate insurance
- • Planning tax-efficient wealth transfer strategies
My commitment to ongoing professional development allows me to stay current with industry trends, regulations and planning strategies so I can provide clients with informed guidance and meaningful solutions.
Family, values and what matters most
Family is at the heart of everything I do. As a husband, father and advisor, I understand the importance of protecting what matters most and planning for the future with confidence. My core values include integrity, trust, transparency and accountability.
Long-term relationships
I believe financial planning is not just about numbers—it is about helping people achieve peace of mind and protecting the people they care about most.
Community involvement
Giving back to the community is an important part of my personal and professional life. I believe strong communities are built through meaningful relationships, education and support. Whether assisting families with financial literacy, supporting local initiatives or helping newcomers and business owners navigate important financial decisions, I strive to make a positive impact beyond the financial services industry.
Why I chose to become an advisor
I became an advisor because I witnessed firsthand how proper planning can change lives. Too many families focus on building wealth but overlook protecting it. My mission is to help clients:
- • Protect their income and lifestyle
- • Build financial security for their families
- • Prepare for retirement with confidence
- • Preserve wealth for future generations
- • Create meaningful legacies
The value I bring to my clients
My clients appreciate having a trusted advisor who takes the time to listen, understand their goals and provide solutions tailored to their needs. When you work with me, you can expect:
✓ Personalized advice
✓ Clear and honest communication
✓ Long-term relationship focus
✓ Access to industry-leading solutions
✓ Ongoing support and reviews
✓ A commitment to your financial success
At XETA Professional Services Corp., my goal is simple: to help you protect what you've built, grow what you've earned and preserve what matters most for the people you love.
“Building financial confidence through protection, planning and legacy strategies.”
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).
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm. 2 Xeta professional Services corp.
* 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.