Amanda Van Soelen

CFP

Mutual fund representative 1 Insurance representative 2 Financial planner 2

Royal City Asset Management

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

It’s your money... and your peace of mind. We get that. You’ve worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we’ll help you make the most of your investments to achieve your goals and secure the future you dream of. We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we’re here to help you do that. We embrace investor education because it enables us build strong relationships with our clients. The foundation of these relationships is the key element in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations that meet both their needs and risk tolerance.

About my team

AMANDA VAN SOELEN, CFP®, RIS Amanda started working in the financial services industry in 2013 and joined the RCAM team in October 2020. She is qualified to offer mutual funds as well as insurance products and services.

LOGAN CHAMBERLAIN, MBA Paraplanner / Financial Analyst Logan is a recent graduate of the Odette School of Business at the University of Windsor. He graduated with an honours bachelor of commerce, specializing in finance, with a minor in economics, and has obtained his master of business administration.

JANET BOWMAN, Client Services Specialist Janet has almost 30 years of experience. Her attention to detail and extensive experience provide clients with a smooth experience in transactions and transfers.

ERIN COLLINGWOOD, Administrative Assistant Erin joined our team in May 2021 and is the first point of contact when calling our office. Her friendly voice answers our phones and she assists clients with booking appointments and general inquiries.

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 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
Learn more about the value of a representative
portail

CLIENT PORTAL

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.

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Mobile application

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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BUYING A HOME

Do you want to leave apartment life behind and buy a home?

Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.

MOVING IN TOGETHER

Are you about to move in with your significant other?

See what you should plan for in terms of insurance and savings to begin your life together on the right foot.

PLANNING YOUR RETIREMENT

It is never too early to start planning for retirement.

Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.

SAVING FOR A PROJECT

Do you want to travel? Are you planning your wedding or your retirement?

Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.

STARTING A BUSINESS

Do you believe in your project and know that your products or services meet the needs of the market?

Here are a few elements to help you launch your business.

HAVING A CHILD

Will your family soon have a new addition?

Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.

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.

1 With Investia Financial Services Inc. 2 Royal City Asset Management