Hélène Boisvert

CLU., Fin. Pl., B.A.Sc.

Mutual fund representative 1 Financial security representative 2

Sharbrooke

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

As the years go by, the enthusiasm is still there. I left forest engineering for financial services 27 years ago so that I could focus on advising clients. Listening to people, being there for them and being disciplined helps me make a big difference in my clients’ lives. Finding solutions, bringing them to fruition. I look forward to making a difference for you.

As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification

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.

  • Segregated Funds
  • Annuities
  • Life Insurance (universal, whole, term)
  • Living Benefits (critical illness, disability, long-term care)

Mobile application

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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BUYING A HOME

Do you want to leave apartment life behind and buy a home?

Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.

MOVING IN TOGETHER

Are you about to move in with your significant other?

See what you should plan for in terms of insurance and savings to begin your life together on the right foot.

PLANNING YOUR RETIREMENT

It is never too early to start planning for retirement.

Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.

SAVING FOR A PROJECT

Do you want to travel? Are you planning your wedding or your retirement?

Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.

STARTING A BUSINESS

Do you believe in your project and know that your products or services meet the needs of the market?

Here are a few elements to help you launch your business.

HAVING A CHILD

Will your family soon have a new addition?

Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.

Economic News with Sébastien Mc Mahon

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. 2 iA Financial Group