Mutual fund representative 1
Investia Financial Services Inc. | Taurean Wealth Management
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.Contact me
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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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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