We pride ourselves on working with families and individuals of all ages as dedicated advisors on their financial journey. We believe in a transparent approach and open dialogue as part of the process to create maximum value for our clients.
Passionate about financial planning and targeted goal setting to improve client financial outlook; we focus on providing quality advice and an independent catered approach in retirement and education planning. Let’s future-proof your finances so you can do the things you love!
Contact meMutual 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.
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 moreStay 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 moreSébastien 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.
September 3, 2024 - Podcast
Optimizing the taxation of your investment incomeAugust 30, 2024
Market leadership shift underwayAugust 27, 2024 - Podcast
Summer 2024 economy and markets updateAugust 2, 2024
Is the Fed about to follow in the Bank of Canada’s footsteps?