As a Certified Financial Planner with 40 years of experience, I have been entrusted to provide financial solutions for my clients. My primary goal is to take a common-sense life planning approach to financial planning. Together as a team, through understanding your unique needs and discovering what is important to you, the process of building the foundation of your customized financial plan is set in motion. I believe in educating my clients through the entire planning process. I am an individual who possesses exceptional listening skills, is realistic, family-oriented and demonstrates a high degree of integrity. I am motivated and passionate about helping not only my clients but my community as well. For the last 5 years, I have been involved with Partners in Mission Food Bank as part of their Board of Directors and am currently the Chair of the Planning Committee for their organization in Kingston, Ontario. It gives me great joy to be a part of such a worthwhile cause.
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.
1 With Investia Financial Services Inc.