Geoffrey Zaldin has been in the financial assistance business since 2005. As an independent financial advisor, he and the team are looking to help individuals manage their finances in their best interests, while hopefully making investing and financial planning less intimidating.
We at All The Things Financial are here to listen, guide you and be your source of information. Your dreams, goals and story are our priority. We want to know what your priorities are, as everyone has their own.
We are not here to just manage your money, but also to take care of it. We understand the degree of trust that is placed in a financial advisor and will do everything we can to honour that trust.
Contact meMutual 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.
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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Washington is closed for businessAn 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:
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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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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