James Geddis

CLU

Mutual fund representative 1

Insurance representative

Contact me Log in

RRIF and LIF

Several income options are available to you at retirement age.

Learn more

About me

I have been working for more than 30 years in the Financial Service Industry as an independent Insurance Broker and Financial Advisor. Offering advice and solutions on investment planning, retirement income options, life, disability, critical illness, and long-term care insurance. As well as access to the best rates for employee benefit plans and life insurance products provided by Canadian insurance companies. I provide investment planning through mutual funds and segregated funds and retirement planning through RRIFs, LIFs, TFSAs, and annuities for individuals and business owners. I also strive to offer the options that best suit my clients’ needs, budget, and risk tolerance. Over the years, I have raised a family and been involved in the community by taking part in charity events, coaching youth soccer, and being involved in a local Masonic Lodge. I was also a part-time instructor in a local Community College for 12 years.

Contact meeast

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.

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.

Featured video

December 20, 2024

Bracing for Trump 2.0

Latest videos and podcasts

Watch more videoseast
1 With Investia Financial Services Inc.

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
The value of an advisor

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.

Learn more