Yanitra Pereira
Group Insurance Plans Advisor Life Insurance Advisor Life and Accident & Sickness Agent (including seg funds)
iA Financial Group - Balanced Financial Solutions Office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
- Determine your needs
- Life insurance calculator
- Retirement calculator
- Education savings calculator
- RRSP calculator
- Critical illness insurance calculator
- iA Financial Compass
- Transition Index
About me
With 10 years of experience as an insurance advisor, I specialize in life insurance, critical illness (CI), disability, travel, health, investment and group insurance.
I am currently associated with iA Financial Group, where I have received extensive training to ensure I provide the best possible advice and solutions to my clients.
Values and Passions
I am deeply committed to my values of integrity, transparency and dedication. My family is my cornerstone, and I am passionate about helping others secure their futures and achieve peace of mind through comprehensive insurance planning.
Community Involvement
I actively participate in community events and initiatives, believing that giving back is essential to building a stronger, more supportive society. Whether it's volunteering at local charities or organizing educational workshops, I strive to make a positive impact.
Motivation and Value
What motivates me to be an advisor is the opportunity to make a difference in people's lives. I bring value to my clients by offering personalized advice, tailored solutions and unwavering support. My goal is to help them navigate the complexities of insurance and investments, ensuring they are well protected and financially secure. I am particularly focused on educating clients about their investments and helping them make informed decisions to enhance their retirement income.
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, J42574, 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. 2 Apple Tax
* 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.