Deborah McCulloch

B. Comm., CPA, CMA, CFP

Mutual fund representative 1 Insurance representative

MC Wealth Management

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

As a client of MC Wealth Management, you will receive financial planning advice and be able to implement your plan recommendations with us, be it investing or insurance. Of course, financial advice can come from a variety of sources and take many forms. Your accountant may give tax advice or your friends and loved ones may offer ideas. So, how do you assess these fragments of information and advice with respect to your financial goals? A sound financial plan provides the context for all your financial decisions. The total financial planning process consists of: analyzing your current financial situation; identifying your financial and lifestyle goals; identifying your financial problems; drafting a written plan with recommendations and alternative solutions; implementing a strategy to ensure that you achieve your goals; and reviewing your plan periodically. Your financial planner will help you meet one of life’s major challenges: achieving financial security.

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.