Eduardo Fernandez

CFA, CFP, MBA

Mutual fund representative 1

Insurance representative

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Eduardo Fernandez

About me

Eduardo Fernandez brings over 18 years of experience in the investment industry, helping individuals and families build, preserve and transition their wealth with confidence. As a Financial Advisor with Investia Financial Services Inc., he provides personalized financial advice rooted in integrity, education and long-term relationships.

Eduardo holds an MBA in Finance and a Bachelor's degree in Economics, and holds both the Chartered Financial Analyst® (CFA®) and Certified Financial Planner® (CFP®) designations. His combination of advanced education and practical experience allows him to deliver comprehensive wealth management and disciplined investment strategies tailored to each client's goals.

Known for his approachable, client-first philosophy, Eduardo takes the time to understand each client's unique goals and develop strategies that evolve with their lives. Outside of work, Eduardo enjoys playing the piano and spending time with his wife and three children.

 

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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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