MBA, LLM (Tax), CFP®, CLU®, CIM®
Mutual fund representative 1
Insurance representative 2
I partner with individuals and small businesses to create and implement long-term, tax-efficient, personalized financial strategies using insurance and investments. I am a Certified Financial Planner® (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Investment Manager® (CIM®), working closely with business owners and professionals to address the unique needs and opportunities they face. I am currently studying for the Trust and Estate Practitioner (TEP) designation, which is conferred by STEP Canada.
Globally, I am recognized in the top 1% of financial advisors through my Million Dollar Round Table membership.
I hold a Master of Business Administration (MBA) degree from UBC’s Sauder School of Business and a Master of Laws (LLM) degree in Tax Law from York University's Osgoode Hall Law School.Community service is important to me. I am a former member of the YMCA of Southern Interior BC board of directors (2021 to 2023) and completed two terms as an elected Central Okanagan Board of Education Trustee (2011 to 2018).
I live in Kelowna, BC with my partner and two daughters aged 15 and 12.
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.
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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.
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:
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.Learn more
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.Learn more
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.
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