janet wan

CFP

Mutual fund representative 1

Financial Planner

Insurance representative

Independent representative

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About me

Your trusted financial planning partner with over 30 years of experience in the securities industry and financial planning, I bring both expertise and heart to every client relationship. As a Certified Financial Planner, I specialize in helping young adults, families and retirees navigate the complexities of financial decision-making—from retirement planning to securing a first home.

My approach is rooted in listening deeply, understanding each client’s unique goals and offering the best available options tailored to their timeline and aspirations. Many of my clients have become lifelong friends, and I’m proud to have helped them turn their dreams into milestones.

Curiosity drives me. I’m constantly learning new strategies and tools to stay ahead in a changing financial landscape—so you can, too. “Financial freedom isn’t just a destination—it’s a journey we take together.” Let’s start planning your future today—reach out for a personalized consultation!

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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.

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September 12, 2025

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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.

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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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