Gary McIntyre

Mutual fund representative 1

Insurance representative 2

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

Drawing from over 30 years’ experience in the financial service industry, my commitment to my clients is to use a needs-based approach to always do what is right for them. My key service for my clients is to increase their long-term net worth by using a concentrated approach to investing using top quartile funds. Contact meeast

About my team

At Trio Financial Services we are a team of professionals dedicated to providing advanced financial services to our clients. Our team has over 80 years of combined experience in the financial industry. We use this wealth of experience to meet our clients’ goals and guide them on their individual and family financial journeys. It is our goal to increase clients’ wealth and guide them down their life’s path, according to their financial needs, so that they can sleep at night.

Michael DuQuesnay

Associate Financial Advisor

Telephone

519-803-4846 Send a messageeast

Tara Kroezen

Associate Financial Advisor, CFP®

Telephone

519-766-5742 Send a messageeast

Therese DuQuesnay

Office Manager

Telephone

866-936-6360 Send a messageeast

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.

Latest videos and podcasts

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1 With Investia Financial Services Inc. 2 Trio Financial Services