When I started my practice in the fall of 2010, my vision was to create a culture whose sole focus was the client. No sales targets. No pushing products. No pressure. It was all about providing a complete, service first, experience. I am also very fortunate to have found a synergy in that regard, with David Cutrara and his branch office in Woodbridge, ON. They provide tremendous support to my practice and I am proud to have them as an extension of my team. Sharpening my skill set and maintaining a high level of industry knowledge has been key over the years, having successfully completed the Canadian Securities Course (CSC), Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (CIFC). In addition, I have secured the Certified Health Insurance Specialist (CHS) and the Master Financial Advisor (MFA) designations. My commitment is to continue to build customized, successful strategies that are always in the best interests of my clients.
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.
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)
- 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
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.Learn more
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.
The Nasdaq in correction territory
1 With Investia Financial Services Inc.