Deana Johnson

CFP

Mutual fund representative 1 Insurance representative

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I have worked in the financial services industry since 1973. I began my career as an employee of a major bank where I held a number of positions including teller, customer service representative, senior personal banking officer and assistant manager operations. In 1997, I expanded my experience to pursue financial planning and received my Certified Financial Planner designation on August 1, 1999. I use a systematic process to help individuals determine their personal and financial goals. I help them set priorities and then devise strategies and solutions to help them achieve those goals. I provide written recommendations, follow-ups and reviews on a regular basis. Educating my clients on financial matters is extremely important to me. I use clear, easy to understand language to ensure my clients are comfortable with the process, the solution and the products. I will take the time to understand who you are and what matters most. And, above all else, I will be invested in you.

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.

  • 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)
  • 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
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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.