Daniel Frenza

Mutual fund representative 1 Financial security representative 2

CABN Investia

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

Formerly a banker at CIBC, I became a financial security advisor in 1997. I joined the National Bank team in 2003 and since then, have been serving the bank’s business clientele. I’ve also received training to distribute property and casualty insurance and mutual funds. I’ve also completed the Canadian Securities Course (CSC) and a responsible investing (SRI) course. My team of advisors and licensed assistants and I are committed to strengthening your portfolio and making sure it is prepared for any event, always from a responsible investment viewpoint. We strongly believe that it is possible to make your money a lever of social change without compromising returns.

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.

  • Group Life Insurance
  • Life Insurance (universal, whole, term)
  • Guaranteed Issue Life Insurance
  • Annuities
  • Segregated Funds
  • Living Benefits (critical illness, disability, long-term care)

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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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. 2 National Bank Insurance Firm