Yun Shi
Financial Security Advisor 1
iA Financial Group - Rive-Sud office
For personalized advice, don’t hesitate to contact me and to use our tools to better assess your needs.
About me
I was born and raised in a Chinese family. However, my parents sent me to Canada to receive a good education. I graduated from Concordia University in Montreal with a Bachelor's degree in Accounting and a minor in Economics. My many years of experience have taught me how to listen to and understand others while respecting their diverse points of view. Today, as a financial security advisor, I'm passionate about providing quality services, including education, retirement, investment, tax and financial advice, to help my clients achieve their short- and long-term financial goals. With an ideal product line and the full support of iA Financial Group, I'm even more capable of helping my clients take control of their lives and build their wealth from a variety of sources.
I'll be here for you today and at every step of the way. Enjoy your life, we'll take care of the rest.
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.
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 $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.