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 certificationI 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.

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.
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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The Trump ShowAn 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.
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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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