Mike Lapointe
About me
For over 13 years now, Mike has had the opportunity to assist clients in successfully managing their personal and professional finances. He is the proud recipient of the Certified Financial Planner (CFP®) designation. In Canada, CFP® professionals are the largest identifiable body of financial planners in the country. He also holds the Chartered Life Underwriter (CLU®) designation. The CLU® designation is Canada’s premier wealth transfer and estate planning designation. Mike has been working with Investia Financial Services Inc. for two years now, where he is known for the quality of both his work and his advisory services. Away from work, Mike volunteers with the Cadet Program as an instructor, leader and mentor. He holds the rank of Captain within the Cadet Instructor Cadre, a reserve unit of the Canadian Forces. Mike has been with the program for over 20 years.
Contact meAbout my team
Our office staff knows that you are at the heart of our business and will do all they can to make your experience with our firm a rewarding one.
A complete service offer to answer your needs
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.
Latest videos and podcasts
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December 9, 2024 - Podcast
Advantages of the FHSA -
December 6, 2024
Politics, French Style -
December 3, 2024 - Podcast
The impact of inflation on philanthropy -
November 22, 2024
Update on inflation in Canada
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
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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