Samuel Lacroix
B.Eng.Mutual Fund Representative 2 Group Insurance and Annuity Plans Advisor Financial Security Advisor 1
iA Financial Group - Rouyn-Noranda office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
Because I truly enjoy working with people, I decided to jump head first into this career to serve and help people. The advice I give is for one purpose: to help you achieve your personal objectives. Active listening and data analysis will help me support you as we work together to create a plan. Financial security and independence are the two keys to success in terms of your financial health.
I often compare myself to a doctor: I examine your finances and coverages. For more targeted "treatment", I have access to information via iA Financial Group to help find optimal solutions. Indebtedness is the most dangerous virus for your financial health.
My qualifications as a financial security advisor confirms my mission to provide the best service and advice in the interest of my clients. I make sure to stay abreast of the most recent developments in my field and seek to constantly improve so that I can better serve you and develop my skills. My passion, discipline and ability to synthesize and analyze information allow me to rule out guesses and uncertainty.
The solutions I propose are comprehensive and I am fully committed. Because we are all different, I tailor my approach to your values and objectives. Each person is unique. Whether it's for insurance coverage, guaranteed investments, an efficient tax strategy or a plan to fund an acquisition, I will be happy to work with you and help you achieve your objectives.
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
Request a quote from iA Auto and Home Insurance and you’ll be entered for a chance to win $10,000.
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.
* 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.
Property and casualty insurance products are offered and distributed by iA Auto and Home Insurance.