Brian Minielly

PFP

Mutual fund representative 1

Insurance representative

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

With over thirty years in the financial services industry, I have built my practice with an open, honest, client-centred approach to aid clients in achieving their goals and passions. I have built a team approach, partnering up with experts to help in all areas from tax planning to cross-border issues to building legacies, all focused on the client's best interests. In my spare time, I enjoy spending time with family, working in the garden, walking the family dogs, and growing in my faith with God. I also enjoy the pursuit of fitness through sports from hockey in the winter to golf and slow pitch throughout the summer. I specialize in financial planning for individuals as well as businesses, including investments, life & disability insurance, retirement and estate planning, group benefits and disability plans. I look forward to the opportunity of working alongside you and your family in achieving your financial goals.

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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.