Building lasting wealth is not only about planning, saving and investing. It is about creating a financial and life plan that aligns with your values. Working in the financial services industry for the past 35 years as a Financial Planner & Certified NLP Coach has taught me that the most successful people have a confident and positive relationship with money. They are also focused and committed to creating a solid financial plan. I value working with my clients on both creating a healthy relationship with money and a financial plan that is sustainable. I have assisted 1000s of clients over the years and meet you where you are at. I live in Langley with my husband, we are now empty nesters with Ariel and Karma our pets. I love speaking at events, lead workshops for women and spend as much time out hiking with Ariel as I can. For me, it is not about selling products, it is about matching you with the best available products that will assist you in creating a life you never want to retire from.
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.
- Life Insurance (universal, whole, term)
- Travel Insurance
- Group Life Insurance
- Health and Dental Insurance
- Guaranteed Issue Life Insurance
- Living Benefits (critical illness, disability, long-term care)
- Segregated Funds
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.