The world of investment is constantly evolving, investors are faced with endless investment options and strategies of how their hard-earned savings should be managed. Sorting through the thousands of investment products is challenging and time-consuming, and if you don't understand them fully, you cannot achieve the desired result. The strategy and approach used by an investment advisor are the critical factors in determining the client’s ability to build wealth. A foundation built on research and discipline: the foundation of my investment approach is built on in-depth research while keeping the client’s value and goals in mind. I partner with the best investment companies to build a customized investment portfolio to help my clients achieve their financial goals. An independent approach: I act as an independent representative, which allows me to deliver unbiased advice, in the best interest of my clients. Contact me to get your personalized investment portfolio today!
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.
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.
- Travel Insurance
- Segregated Funds
- Health and Dental Insurance
- Living Benefits (critical illness, disability, long-term care)
- Life Insurance (universal, whole, term)
- Group Life Insurance
- Guaranteed Issue Life Insurance
Why work with a representative?
A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
Direct Access to your Investments and our Advice
Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.Learn more
Economic news with Sébastien Mc Mahon and his team
Clément 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.
1 With Investia Financial Services Inc. 2 Experior Financial Services Inc.