Félix Dupont

Mutual fund representative 1

Financial security representative

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

Felix Dupont is from Sherbrooke in the Eastern Townships. He has a Bachelor of Business Administration (BAA) as well as a Masters of Science in Finance (M.SC. Finance) from the University of Sherbrooke.

After his studies, Felix moved to Montreal to work for Fidelity Investments funds. He had various roles within this company, including 3 years as District Vice-President for New Brunswick. In these different roles at Fidelity, Felix had the chance to work with hundreds of financial advisors in Quebec and New Brunswick. He was thus able to learn to avoid the mistakes and pitfalls of the profession and instead adopt the good habits of financial advisors who are successful and who create added value for their clients.

In 2020, Felix returned to Quebec to settle in Candiac and took over the reins of his father-in-law's business who had been a financial advisor for the past 30 years. Felix completed his courses and permits in order to obtain the titles of Investment Fund Advisor and Financial Security Advisor. He then established Dupont Financial Services Inc. in 2021.

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

About my team

Jennifer Bergeron

Assistant

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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.

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.

  • check_circle_outline Life Insurance (universal, whole, term)
  • check_circle_outline Living Benefits (critical illness, disability, long-term care)

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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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
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