About me
Since 2018, I have been helping clients protect their wealth, grow their assets and achieve their financial goals as a financial security advisor. To provide even more comprehensive guidance, I obtained my mutual fund representative licence in 2020, giving me access to a broad range of investment solutions, including mutual funds, market-linked GICs, exchange-traded funds (ETFs) and various alternative investments.
Driven by a passion for continuous learning, I have pursued several areas of specialization over the years. I earned a Certificate in Business Transfer Management from the Institut de leadership de Montréal, as well as a specialization in responsible investing. I am also continuing my studies toward the Financial Planner (F.Pl.) designation to provide clients with even deeper expertise in comprehensive financial planning.
My spouse shares the same passion for the financial services industry. She is also a financial security advisor and is currently working toward her Financial Planner designation. Together, supported by our dedicated administrative team, we are committed to delivering personalized, professional and relationship-focused service. As parents of three children, we have first-hand experience with the realities and challenges facing today's families, particularly self-employed individuals and business owners who balance professional ambitions with family life.
Our values—family, education, enjoyment and expertise—are at the heart of every recommendation we make. Our approach is built on developing a comprehensive financial plan tailored to each client's circumstances and aspirations. We believe that a holistic perspective helps uncover the best opportunities and creates lasting strategies to achieve the financial goals that matter most.
Our mission is simple: to guide you with confidence, diligence and care, helping you make the best decisions for your future and that of your family.
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
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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. 2 MICHEL RHÉAUME ET ASSOCIÉS LTÉE
* 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.