Antonio Cordeiro
B. Sc.Mutual fund representative 1 Financial security representative 2
Need advice
Contact meClient portal
Log in
About me
With a background in economics I have been able to develop expertise in portfolio management over the last 20 years by holding numerous positions within renowned financial institutions, more recently, District Vice-President for TD Wealth Management and District Vice-President for Sentry Investments. Lafond Financial Services, the cabinet of which I am part of, specializes in integrated financial planning. From wealth management, entrepreneurial succession and consultation services, we have all the tools in place for a successful retirement. By being an independent advisor, I will provide you with unbiased, insurance, investment and financial advice. My ultimate objective is to be able to provide more than just advice, but rather a personalized “family office style” experience to all clients, whether they are affluent families, retirees, professionals or business owners.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.
Insurance
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.
- Guaranteed Issue Life Insurance
- Health and Dental Insurance
- Segregated Funds
- Living Benefits (critical illness, disability, long-term care)
- Annuities
- Life Insurance (universal, whole, term)
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
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.
Learn moreEconomic 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 Lafond Services Financiers