Sophie Tremblay

Financial Security Advisor 1

iA Financial Group - Beaugrand office

For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.

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Tax refund

It can pay off even more if you reinvest it.

About me

I'm a passionate financial security advisor with over 15 years' experience in the field. Since 2005, I have dedicated my career to helping individuals and families achieve their financial goals and secure a stable future. As an active member of the community, I decided to join iA Financial Group to be able to offer quality service thanks to a major North American company that still has its head office in Quebec.

Financial security expertise: My mission is to help you achieve a secure financial future. Thanks to my expertise, I have acquired in-depth knowledge of financial mechanisms, investment strategies and insurance solutions. My aim is to guide you through the financial complexities so that you can make informed decisions.

A family approach: As a financial security advisor, I understand the crucial importance of financial security for you and your family. My approach is based on understanding and sensitivity, because I know that financial decisions affect the lives of the whole family. I am committed to creating tailored strategies to meet the specific needs of your household.

Proven experience: Having started my career in 2005, I have worked with a wide range of clients and encountered a variety of financial situations. My experience allows me to confidently navigate through financial challenges, providing practical and personalized advice to ensure long-term financial stability.

Commitment to you: My commitment to you goes beyond simple financial management. I strive to build strong relationships based on trust, transparency and mutual respect. Together, we will develop sound financial plans that will help you achieve your personal and family goals.

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 1-866-650-4641

Don’t forget to mention your contest code, , when you call.

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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 $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.