Jean-François Racette
B.A.A.
Mutual fund representative 1
Financial security representative 2,3
Lafond et associés
About me
I am Jean-François Racette, Advisor. It would be an honour for me to advise you and lead you towards financial independence. I have been working in the banking, financial and mortgage sectors since 1996. I work for Lafond Services financiers, a firm specialized in integrated financial planning which offers services to businesses and business owners. Whether you are looking to manage your wealth, plan your future projects, reach financial independence or ensure the sustainability of your finances, I am the perfect person to help you, your family or your business reach your goals. I believe I can be a key contact person in your professional network. I only work with renowned insurance, investment and financial institutions and I compare their service offerings to offer you the best. In the end, however, it will be YOUR DECISION! Please do not hesitate to contact me for more information.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact meA 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.
- Life Insurance (universal, whole, term)
- Travel Insurance
- Group Life Insurance
- Health and Dental Insurance
- Guaranteed Issue Life Insurance
- Living Benefits (critical illness, disability, long-term care)
- Annuities
- Segregated Funds
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.
Latest videos and podcasts
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December 20, 2024 - Podcast
2024 Market Review -
December 17, 2024 - Podcast
2024 Economic Review -
December 13, 2024
Bank of Canada: Another major rate cut -
December 9, 2024 - Podcast
Advantages of the FHSA
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
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.
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