Catherine Poirier
Mutual fund representative 1
Financial security representative 2
Cabinet de services financiers INVESTI-SECUR
About me
I have been working in finance since 2008. I am a licensed mutual fund representative and financial security advisor. I can therefore offer a wide range of the investment and life and health insurance products on the market, which is why I am confident that I can offer you the best. I work exclusively with recognized institutions.
My mission is to help people make the right decisions about their finances. My clients recognize that I am committed to making their asset portfolios strong and ready for any eventuality, always with an investment approach that matches their situation, investor profile and risk tolerance.
With integrity and transparency, I ensure that my clients' wishes are respected at all times. I believe in the importance of honesty, confidentiality and professionalism. Our team is growing.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact meA 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.
- Life Insurance (universal, whole, term)
- Segregated Funds
Economic News with Sébastien 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.
Latest videos and podcasts
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June 6, 2025
Honeymoon’s over between Musk and Trump -
May 30, 2025
Legal roadblock -
May 23, 2025
Fiscal fears -
May 16, 2025
Memorandums of understanding
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
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn more
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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