David Maynard

CFP, CIM, CLU, RIS

Mutual fund representative 1 Insurance representative

Need advice

Contact me

Client portal

Log in

RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I believe that what you do with your money is more important than how much of it you have. Financial planning should be more about you and less about the numbers. As an investment funds advisor with Investia Financial Services, I can help you and your family get more life from the money you already have. In over 20 years of helping families with their finances, my experience includes the following: Certified Investment Manager, Canadian Securities Institute; Certified Financial Planner, Financial Planning Standards Council of Canada; Chartered Life Underwriter, The Institute for Advanced Financial Education; and Responsible Investment Specialist, Responsible Investment Association of Canada. I live with my wife, Sandy, and sons, Adam and Brian, in Brampton. When I’m not helping people with their finances, you may find me running the park paths of Brampton, playing bass at St. Paul’s United Church or participating with the Brampton Board of Trade as a member of the finance committee.

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.

  • Living Benefits (critical illness, disability, long-term care)
  • Guaranteed Issue Life Insurance
  • Health and Dental Insurance
  • Travel Insurance
  • Life Insurance (universal, whole, term)
  • Annuities
  • 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
Learn more about the value of a representative
portail

CLIENT PORTAL

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.