Serge Renaud
BBAFinancial Security Advisor 1
iA Financial Group - Lanaudière office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
🔐 Your financial security, my priority
Are you an entrepreneur, a self-employed worker or the head of a family? Do you have ambitious goals, major responsibilities and little time to manage them all? That’s where I come in. I’m a financial security advisor specializing in helping SMEs, self-employed workers and families protect their assets, optimize their financial situation and build a solid future.
💼 What I offer
🔎 A personalized approach
Every situation is unique. I take the time to understand your needs, issues and priorities, so I can offer you customized solutions.
🧠 Strategic expertise
With many years’ experience in financial services, I can support you in making key decisions, with a clear vision and concrete advice.
🤝 A relationship of trust
Transparency, listening and integrity are at the heart of my practice. My aim: to enable you to move forward with confidence.
🛠️ My areas of expertise
Personal and corporate financial planning
Life, disability and critical illness insurance
Protection strategies for executives and shareholders
Investments: RRSP, TFSA, RESP
Mortgage solutions
Tax optimization and estate planning
🎯 For whom?
Entrepreneurs and SME managers
Self-employed workers
Families looking to secure their future
Anyone who wants to know, decide and act on their financial health
📞 Ready to take stock? Let’s take the time to talk. Together, we’ll build a financial strategy tailored to your reality, so you can focus on what really matters.
👉 Contact me today for a personalized consultation.
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).
Latest videos and podcasts
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.