Jason Hanley

B.A.S., CFP®, CFDS, RIS

Mutual fund representative 1

Financial Planner

Investia Peterborough

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About me

I entered the investment industry in 1998. Over my career, I have serviced my clientele with a dedicated one-to-one approach, helping to identify financial needs and assisting clients to achieve their goals. I help clients become financially prudent and make the most of their assets.

As a Certified Financial Planner (CFP) since 2001, I strive to provide the highest level of professionalism in holistic financial planning advice. As a Responsible Investment Specialist (RIS), I consider the integration of environmental, social and governance factors (ESG) into the selection and management of investments.

I strongly believe financial planning to create wealth is an ongoing process. Regular review, investment discipline and continued education are key elements to financial independence!

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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.

Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

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January 31, 2025

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1 With Investia Financial Services Inc.

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