Yensy Ortiz
Financial Security Advisor 1
iA Financial Group - Montréal-Maisonneuve 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
I have been a financial security advisor at the Montreal Maisonneuve agency since March 2024. I hold a bachelor's degree in journalism from the University of El Salvador and a master's degree in the same field from Concordia University in Montreal.
As a communications professional with a passion for finance and, being an immigrant myself, I have noticed a marked lack of financial literacy among people from other countries. Hence my genuine interest in supporting members of my community by providing them with the information they need to better plan their future and that of their families.
Honesty and ethics are fundamental values that form the basis for my relationship with my clients, to whom I offer my services in a comprehensive and efficient manner. I believe that a well-informed community is the key to making better decisions in life.
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.