Yohan Roy

Financial Security Advisor 1 Sales Manager

iA Financial Group - Granby office

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Income tax return

Save it or treat yourself? Discover strategies to help you make the most out of your tax refund.

About me

Helping you achieve your objectives, making your projects and dreams a reality. Your family's security and family wealth. Constant peace of mind about your finances. That's what I, as a financial security advisor, can do for you.

I'm in my fourth year as an independent worker affiliated with iA Financial Group. I'm proud to be associated with this company, which has been carbon-neutral since 2020, a great Quebec-based company with over 126 of experience. This company allows me to provide complete service with a full range of products, access to the market and business partnerships.

My amazing spouse, Laurianne Dionne, joined me and began her career as a financial security advisor at the end of 2020. In early 2021, I earned my mutual find representative designation and began training to become a financial planner. Continuous professional development is essential for developing our skills and providing our clients with the best expertise. Making positive changes and really helping people. Providing support to our clients throughout our lives and contributing to their success. Providing the best financial education. Sharing our most important values, likes family, integrity and the environment. That's why we do this.

So, close your eyes and picture what makes you happy. Luxurious travel, retiring at 50 on a yacht, a cabin by the lake or quality time with family. Whatever you imagine, we are here to help you make it happen. Choosing us is choosing the future!

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 in individual savings products.

Quick auto insurance quote Quick home insurance quote 1-866-650-4641

Don’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
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.