Cheryl Abbot

CPA, CGA

Mutual fund representative 1 Insurance representative Independent representative

Cheryl Abbot

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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 audit and financial reporting. 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.

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.

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

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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.