Giovanni Petitti
About me
When I sit down with my clients, the first thing I do is listen. With 25 years of financial industry experience, I specialize in helping my clients make sense of where they are and where they want to be. I've built my client base by designing creative solutions for hardworking, middle-class families, visionary small business owners, retirees, and young people who are just beginning to create their financial life plans. Everyone can benefit from a well-structured plan. It's a road map to achieve short and long-term goals, by maximizing your after-tax returns. It's important to remember that, "It's not about what you make, it's about what you keep." The best financial outcomes are always rooted in education, which leads to empowerment and eventually enrichment. Here at CCFG, we take a fresh approach. We're here to listen. Contact meAbout my team
I do not work alone in my journey! The Cornerstone Capital Financial Group Team consisting of Financial Advisors Shannon McMannis and Peter Pomponio, and assistants Heather Melfi and Kimberly Hill, work together with the common goal to educate, empower, and enrich the lives of our clients and those they love.
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
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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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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July 16, 2024 - Podcast
The best ways to budget for a vacation -
July 2, 2024 - Podcast
The Fabulous Destiny of Clément Gignac -
July 23, 2024 - Podcast
How to use artificial intelligence to simplify your vacation -
July 19, 2024
U.S.: Looking ahead at the U.S. presidential election
