Halex Bergeron
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.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact meA 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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May 26, 2023
U.S.: One minute to midnight for a deal on the debt ceiling -
May 19, 2023
The Bank of Canada should maintain patience with rate hikes -
April 28, 2023
Staying tuned to the markets: an insightful strategy -
April 21, 2023
Market update and investment opportunities
