Jason Hanley

B.A.S., CFP®, CFDS, RIS

Mutual fund representative 1

Financial Planner

Investia Peterborough

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I entered the investment industry in 1998. Over my career, I have serviced my clientele with a dedicated one-to-one approach, helping to identify financial needs and assisting clients to achieve their goals. I help clients become financially prudent and make the most of their assets.

As a Certified Financial Planner (CFP) since 2001, I strive to provide the highest level of professionalism in holistic financial planning advice. As a Responsible Investment Specialist (RIS), I consider the integration of environmental, social and governance factors (ESG) into the selection and management of investments.

I strongly believe financial planning to create wealth is an ongoing process. Regular review, investment discipline and continued education are key elements to financial independence!

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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.

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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Economic News with S├ębastien 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.

1 With Investia Financial Services Inc.