Brian Lavoie

CFA, CFP

Mutual fund representative 1

Financial security representative

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

After graduating from Laurentian University in Sudbury, I moved to Toronto and I have been working in the investment industry since 1998. I joined the HollisWealth office in Newmarket in November 2017 and I am licensed to provide clients with mutual funds, GICs and life insurance solutions. I have achieved both the Certified Financial Planner and Chartered Financial Analyst designations enabling me to help better understand my clients’ needs and provide them with custom tailored solutions for every stage of their lives. My team and I enjoy working with young families, working professionals, retirees and business owners. My wife and I have lived in the York region for over 15 years and we have 2 children who are very active in hockey and ringette. I have been involved as a coach with various associations and on various committees. We also enjoy travelling as a family. The best part of my job is helping people achieve their financial goals, big or small.

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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.

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.

  • check_circle_outline Life Insurance (universal, whole, term)
  • check_circle_outline Travel Insurance
  • check_circle_outline Group Life Insurance
  • check_circle_outline Health and Dental Insurance
  • check_circle_outline Guaranteed Issue Life Insurance
  • check_circle_outline Living Benefits (critical illness, disability, long-term care)
  • check_circle_outline Annuities
  • check_circle_outline Segregated Funds

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.