Frank-Olivier Doré
BBA
Mutual fund representative 1
Gestion Stratégique | Investia Financial Services Inc.
About me
With a bachelor's degree in business administration (finance), I have held the position of mutual fund representative with Investia Financial Services Inc. since graduating from university. I analyze files and provide support to senior advisors. I am currently pursuing a certificate in financial planning with the ultimate goal of becoming a certified financial planner.As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact me
About my team
Our team of advisors provides personalized services that meet the wealth management, personal insurance, employee benefits, financial and estate planning needs of families, entrepreneurs and the self-employed.
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.
Latest videos and podcasts
-
December 9, 2024 - Podcast
Advantages of the FHSA -
December 3, 2024 - Podcast
The impact of inflation on philanthropy -
November 22, 2024
Update on inflation in Canada -
November 19, 2024 - Podcast
The wealth management market in Canada
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.
Learn moreNew life event,
new objective
