Erin O'Toole

Mutual fund representative 1

O'Keeffe Investments

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I joined the Group at O’Keeffe Investments in 2021 following a career in the accounting industry that spanned 20 years. During this transition I was able to successfully obtain my license and certification as a Mutual Funds Representative. Born and raised in New Brunswick, I feel pure gratitude for the opportunity to grow my career and raise our family close to my roots. When away from work, I can be found spending time with my family and friends and, of course, cheering on our two active boys as they compete on the fields and rinks. As an action-oriented person, I strive to gain a comprehensive understanding of every client’s short- and long-term financial goals in order help navigate the path that meets their needs. Through engaging conversations, I can assist you in feeling comfortable with financial decisions for the future and provide continued support as life changes occur and plans require adjustments. I am very excited to welcome new clients and would love the opportunity to meet. Contact meeast

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.

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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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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October 4, 2024

U.S.: Dare we say Goldilocks economy?

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1 With Investia Financial Services Inc.