Tristan Bergeron
Financial Security Advisor 1
iA Financial Group - Victoriaville office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
5 X $1,000 to be won contest
Everything you have in mind is possible, thanks to RRSPs, TFSAs and FHSAs.
About me
Originally from the property and casualty insurance industry, I decided to focus on finance and insurance of persons. I've always preferred having relationships with my clients built on trust. My primary concern has always been serving and satisfying my clients. Dedicated and passionate, I joined iA Financial Group to put my knowledge and services to work for Quebec families. My goal is to find insurance and investment solutions that are adapted to my clients and that will evolve at each stage of their life. Helping you achieve your objectives gives me a sense of satisfaction and the feeling of a job well done. A 30- to 45-minute long meeting will allow me to identify your passions and aspirations. I look forward to advising 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
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.