Catherine Paquet

Mutual fund representative 1 Financial security representative Group insurance and group annuity plans representative

Lafond III

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

My combined insurance and mutual fund experience provides me with considerable assets in various financial spheres. Over the years, I have gathered expertise in corporate group insurance and benefits and developed strong business relationships, including in the manufacturing, automobile and advertising sectors. I favour a consultative approach based on guidance and support to help my clients make sound, logical, personalized decisions so that they can reach their goals and financial independence.

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.

  • Group Life Insurance
  • Annuities
  • Living Benefits (critical illness, disability, long-term care)
  • Life Insurance (universal, whole, term)
  • 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
Learn more about the value of a representative
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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.