Find an advisor

An advisor’s role is to support you throughout the different stages of your life, helping you make the best financial decisions for your specific situation, needs and goals.

Whether it’s for your own financial wellbeing or for that of your family or business, an advisor will provide you with the support and advice you need to protect your financial security.

In your first meeting with an advisor, which requires no commitment on your part, you’ll discuss your situation and your needs. An advisor will take the time to get to know you, understand your financial situation and assess your personal goals, such as starting a family, buying a home or returning to school.

Once your information has been gathered in detail, the advisor will carry out an in-depth analysis and prepare a personalized action plan based on your objectives. They will then present their plan to you and, if it suits you, will proceed with guiding you through it every step of the way. So don’t hesitate; make an appointment with one of our advisors today.

At iA Financial Group, the cost of an advisor’s services is not calculated based on the amount of time you spend with them.

The cost of savings products, for example, include management fees, which vary according to the investment options you choose. For insurance products, on the other hand, the price is included in the premiums you pay. This means you will never be billed for meeting with your advisor. If, at the end of your meetings, you don’t purchase an iA Financial Group product, there will be no charge.

Consulting an advisor can be very beneficial. Thanks to their expertise and deep knowledge of financial strategies and insurance, savings and retirement products, an advisor can help you:

• Build a larger inheritance by saving more efficiently and effectively
• Minimize your risks
• Find peace of mind and efficiently protect your and your family’s finances
• Choose insurance, savings and retirement products that fit your needs

Studies show that those who invest with an advisor for 15 years or more save two to three times as much as than their peers.¹

Our user-friendly search tool will help you find an advisor who meets your expectations and fits your needs. You can filter your search according to different criteria, such as region, language and areas of expertise. Then, by speaking with an advisor, you can gauge whether they share your values.

An advisor will take the time to closely analyze your financial situation (income, spending, debt and assets). Together, you will then create a detailed plan that will fit your needs and goals (buying a home, growing your family, starting a business, etc.) in the medium and long term. An advisor will also recommend insurance, savings and retirement products and develop investment strategies for you. If you wish, they will closely follow your investments and, if necessary, adjust them according to changes in the market and your life. They will also answer any questions or concerns you may have.

Yes, they can. There are many strategies to get there, including:

• Setting a budget
• Targeting the right investment vehicles for your situation
• Regularly updating your insurance coverage
• Making the most of your tax refunds
• Creating an emergency fund
• Saving systematically

An advisor will help you see your finances clearly. Speak to yours today!