Sally Lebeau-Trottier

Insurance of Persons Trainee

iA Financial Group - Joliette 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

I’m an insurance of persons trainee at iA Financial Group’s Joliette agency. I chose this profession because I’m passionate about helping people build a solid future for themselves with complete confidence. I work mainly with young families and small businesses because I understand the unique daily challenges they face. My role is to offer simple, personal solutions that fit your reality, so that you can move forward with peace of mind.

My values are deeply rooted in family, listening and respect. I believe everyone deserves support that is personalized, pressure-free, and delivered with honesty and compassion. My mission is to help you safeguard what matters most while equipping you with the tools to reach your goals—at a pace that feels right for 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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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.