Halex Bergeron

B.B.A., Fin. Pl.

Mutual fund representative 1

Centre financier Lebourgneuf

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I hold the financial planning designation and I hold a bachelor’s degree in finance and a certificate in financial planning. I am a licensed investment fund representative and financial security advisor in insurance. This means I can offer you practically all investment and insurance products available on the market, which is why I always strive to offer you the best solutions, without hesitation. My mission is to help clients make the sound financial decisions to reach their goals. Call me if you want to reach your goals safely and quickly.

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.

  • Life Insurance (universal, whole, term)
  • Travel Insurance
  • Group Life Insurance
  • Health and Dental Insurance
  • Guaranteed Issue Life Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Annuities
  • Segregated Funds

Economic news with Sébastien Mc Mahon and his team

Clément 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.

1 With Investia Financial Services Inc.