Shaun Phetramphanh
About me
Since 2022, I have been supporting small business owners and high-net-worth families in building, protecting and passing on the fruits of their labour. As a financial planner (Fin. Pl.) and financial security advisor, I have adopted an integrated approach that goes beyond individual products, encompassing tax planning, income protection, estate planning, retirement and business succession—all coordinated within a single, cohesive strategy. My practice covers the full spectrum of financial planning and risk management: life insurance, disability insurance, critical illness insurance, estate planning and wealth protection strategies, shareholder agreements and business continuity.
For business owners and executives, I also advise on specific issues such as business transfers, estate freezing and optimizing compensation for shareholder officers. What sets me apart is my ability to translate complex financial concepts into practical solutions tailored to the unique circumstances of each of my clients. I approach every case with the dedication it deserves; no detail is left to chance.
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.