Brent Meyer

CIM, EPC

Mutual fund representative 1

Insurance representative

Independent representative

Sandbank Financial Services Inc

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I have been a professional in the finance world since 2007, having been an advisor specifically since January 2017. I entered the industry, generally speaking, because of my passion for “all things financial” and to use that knowledge to work with individuals, families and business owners. Having the ability to guide people through to their goals, be they in the workforce or retired, is something that truly inspires me each and every day.

From the beginning of my career as an advisor, I have worked alongside my mentor who himself (as of 2022) has had 36 years in this industry. A focus on tax efficiency was part of that mentorship which remains a vital consideration when I am providing investment guidance. In turn, I “mentor” my clients so as to develop those good habits that bring success while avoiding undue risks.

Sandbank Financial Services focuses on the unique situation of each client. This includes estate planning and all matters of your personal finances to ensure that you reach your goals. We are well connected to other professionals, should client needs require more robust assistance on issues such as accounting and insurance. 

Being a husband and father has been among the greatest joys of my life. As and when time permits, I can be found engaging my family in sporting events, not only as spectators but as participants too!

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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 S├ębastien 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.