Diego Di Cesare

CIM®

Mutual fund representative 1

Finvest Groupe Financier

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About me

As a Mutual Fund Representative, I am committed to helping individuals, families, and business owners make informed financial decisions with confidence.

Before joining Finvest, I spent more than four years with a major Canadian financial institution, where I developed a strong foundation in investment management and client service. I hold the Chartered Investment Manager (CIM®) designation, reflecting my commitment to professional excellence and ongoing education.

My approach is built on trust, transparency, and long-term relationships, ensuring every recommendation is tailored to my clients' unique goals. What motivates me most is the opportunity to simplify complex financial decisions, educate clients, and provide strategies that evolve with their changing needs. I am dedicated to delivering personalized advice and a client-first experience that helps clients build lasting financial security with confidence.

As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certificationopen_in_new
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About my team

I am proud to work alongside Mauro Di Cesare, Mutual Fund Representative with Investia Financial Services Inc. and Financial Security Advisor at Finvest Groupe Financier, who brings more than 25 years of experience in the financial services industry.

Throughout his career, Mauro has helped individuals, families and business owners achieve their financial goals through personalized advice and long-term wealth management strategies. With a Bachelor of Commerce degree, the Pl.Fin. designation, and insurance licensing, he provides a comprehensive approach to financial planning that integrates investments, risk management and wealth protection.

Mauro’s career is built on professionalism, integrity and strong client relationships founded on trust and transparency. I am fortunate to collaborate with Mauro and continue building on the values of expertise, dedication and client-focused service that define our practice at Finvest Groupe Financier.

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.

Economic News with Sébastien Mc Mahon

Sébastien 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.

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August 7, 2026

Adjusting the course

1 With Investia Financial Services Inc.

Why work with an advisor?

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:

  • 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
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay 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.

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