Jean-François Simard

B.A.A., C. Adm.

Mutual fund representative 1

Financial security representative

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About me

Jean-François Simard, Adm.A., has been working in the financial services industry for more than 20 years. As the founder of JFS Financial Services and an advisor affiliated with Investia Financial Services Inc., he assists individuals, families and business owners with wealth management, retirement planning, financial protection and estate planning. His passion is to make financial matters more accessible, understandable and useful when it comes to life’s most important decisions.

Before establishing his independent practice, Jean-François gained valuable experience with a major financial services company as well as within the federal government, where he held positions in compensation, labour relations and financial management. He also has practical experience in real estate and business management.

He holds a Bachelor of Business Administration (Economics) from the Université du Québec à Chicoutimi (UQAC), a Certificate in Industrial Relations from the Université du Québec en Outaouais (UQO) and a Certificate in Ethics from Saint Paul University. He is also a member of the Ordre des administrateurs agréés du Québec (Adm.A.).

Jean-François is known for his approachable, educational and strategic style. He believes that a good advisor does more than recommend products or strategies; he also serves as a trusted sounding board, educator and guide. His approach is built on listening, integrity, diligence and long-term relationships, helping clients better understand their options and make informed decisions with confidence.

Over the course of his career, Jean-François has developed expertise in working with business owners who wish to optimize their financial situation, structure and protect their wealth, and prepare effectively for the succession or transfer of their business. He is passionate about sharing the knowledge he has acquired throughout his career and helping clients grow, protect and ultimately transfer their wealth under the best possible circumstances.

 

As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certificationopen_in_new
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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.

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.

  • check_circle_outline Life Insurance (universal, whole, term)
  • check_circle_outline Travel Insurance
  • check_circle_outline Group Life Insurance
  • check_circle_outline Health and Dental Insurance
  • check_circle_outline Guaranteed Issue Life Insurance
  • check_circle_outline Living Benefits (critical illness, disability, long-term care)
  • check_circle_outline Annuities
  • check_circle_outline 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.

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June 26, 2026

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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
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