Aaron Carriere
BSc. Physics
Mutual fund representative 1
Insurance representative
Investia – Bazillion
About me
I have been helping people achieve their dreams for 11 years in the financial services industry. I use a goal-based approach and education to help clients make the best use of their money to achieve financial freedom quickly. By aligning clients’ money with their goals, more money goes to what is important to them and less to things unimportant. My approach often finds $200, $500 or more per month which can be redirected from unimportant items to what clients’ value. This step is key to helping clients achieve their dreams quickly. With this foundation in place, I work with my clients jointly to develop strategies to eliminate debt and build their wealth so they can live the lifestyle they desire.
Contact meAbout my team
Hua provides administrative support in English & Mandarin for our clients.
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.
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.
Learn more
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.
Learn moreNew life event,
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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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October 7, 2024 - Podcast
Caring for someone with a mental health problem -
October 2, 2024 - Podcast
Impact of the U.S. elections on the markets -
September 6, 2024
Race to the neutral rate -
September 27, 2024
China’s rescue plan
