Cheryl Abbot

CPA, CGA

Mutual fund representative 1 Insurance representative

Investia – Park Place

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

My mission is to help individuals, families and business owners define and pursue their financial, retirement and lifestyle goals while protecting and enhancing what they value most. I will help you sow the seeds that will lead you to financial security and success. I have been in the accounting and financial world since 1996, working in public practice, tax audits and financial reporting. I achieved my Certified General Accountants (CGA) in 2002, and became a Chartered Professional Accountant (CPA) in 2015. Over the years, my natural inclination to help my friends and family manage their financial and tax situations led me to pursue a career as a Financial Advisor. My extensive experience in personal and consumer tax helps me navigate the financial world, putting my clients at ease knowing that they can trust me to understand and explain the requirements and set them on the right path to financial security. I have been with Investia Vancouver Branch since 2016.

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 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
portail

CLIENT PORTAL

Direct Access to your Investments and our Advice

Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.

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Mobile application

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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BUYING A HOME

Do you want to leave apartment life behind and buy a home?

Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.

MOVING IN TOGETHER

Are you about to move in with your significant other?

See what you should plan for in terms of insurance and savings to begin your life together on the right foot.

PLANNING YOUR RETIREMENT

It is never too early to start planning for retirement.

Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.

SAVING FOR A PROJECT

Do you want to travel? Are you planning your wedding or your retirement?

Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.

STARTING A BUSINESS

Do you believe in your project and know that your products or services meet the needs of the market?

Here are a few elements to help you launch your business.

HAVING A CHILD

Will your family soon have a new addition?

Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.

Economic News with Sébastien Mc Mahon

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. 2 Bloom Financial Advisor