Jason Quick

CFP

Mutual fund representative 1

Insurance representative

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I am a Certified Financial Planner (CFP) that started in the business in 1995 as an independent self-employed advisor. I have served on several boards and have been quoted in various publications over the years. I have had the pleasure of working with individuals from many backgrounds and financial resources. We specialize in wealth accumulation, protection, and transfer combined with tax reduction strategies. I live in Ennismore, Ontario with my wife Christa and our two children Victoria and Tommy. You will be assured of unbiased, professional advice when dealing with me. Our focus has always been our client’s needs. We are here to help you make informed financial decisions.

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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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December 20, 2024

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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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