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Mutual fund representative 1

Insurance representative 2

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Several income options are available to you at retirement age.

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About me

𝐌𝐘 π’π“πŽπ‘π˜: I was number 48 for the Montreal Alouettes from 2018-2022. Reaching the top has always been part of what motivates me everyday. There is something powerful about pushing yourself further than you could ever imagine. It's one thing to say that you have goals, it's another thing entirely to reach them. Throughout my life I've set goal after goal, achieving them through a dedicated plan and system. Whether it's attaining the top 1% of football players to play professionally, becoming a financial advisor or building a successful post-football career, goals are the same on the football field as they are in life. 𝑳𝒆𝒕'𝒔 π’‡π’Šπ’π’… π’šπ’π’–π’“ π’ˆπ’π’‚π’π’” 𝒂𝒏𝒅 𝒓𝒆𝒂𝒄𝒉 π’•π’‰π’†π’Ž π’•π’π’ˆπ’†π’•π’‰π’†π’“.

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About my team

We believe in empowering our clients to participate in their financial wellbeing through proper education and ensuring an understanding of the possible outcomes involved in each decision. It always surprises us to learn that so many individuals are removed from their planning and rely solely on their advisor's recommendations. This tends to be the result of a financial team's lack of care to ensure the client fully understands and appreciates the possible benefits and disadvantages of each proposal.

We'll take the time to educate you every step of the way. Having financial clarity is the key to financial success. Book a meeting today and we'll find your clear path to financial clarity.

Anderson Li

Administrative Assistant

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Brad Bumstead


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Olive Carodan

Executive Assistant

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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
The value of an advisor

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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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.

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Economic News with SΓ©bastien 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 Clear Path Financial Planners