Fadi Bacha
B.A.A.
Mutual fund representative 1
Financial security representative 2
Centropolis Laval
About me
I take a holistic approach to your financial situation. In your often busy daily life, important details can easily slip through the cracks. My role is to help you identify these blind spots, structure your decisions and optimize your finances in a consistent and sustainable way that aligns with your goals and your reality. I help my clients make better financial decisions—whether personally or within their business—regarding investments, retirement, tax efficiency and insurance.
Managing money is a true passion for me. I have over 10 years of experience in personal finance, gained at various stages of my career, which today allows me to offer my clients a mature, strategic and pragmatic perspective. I hold a university degree in finance from Concordia University and practice my profession at iA’s Centropolis Laval agency.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certificationContact me
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)
- Segregated Funds
- Living Benefits (critical illness, disability, long-term care)
- Annuities
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.
Latest videos and podcasts
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March 20, 2026
A blurry outlook for the Middle East -
March 13, 2026
Bombs away -
February 27, 2026
Law and order -
February 20, 2026
Uncertainty rising
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
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn more
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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