Jean-Philippe Bernier
AICA, ASA, CERA
Mutual fund representative 1
Financial security representative
Group insurance and group annuity plans representative
Investia MQC
About me
I have a degree in actuarial science and I am an Associate of the Society of Actuaries (ASA). I am proud to be part of the Quimper – Solutions financières intégrées team. My specialty is developing strategic financial plans for business owners and incorporated professionals, especially as they relate to individual retirement savings plans. Our business philosophy is built around three core values: transparency, integrity and simplicity. Please do not hesitate to reach out to me to find out how I can help you meet your goals, all in a relaxed, yet professional atmosphere. You might want to consider an IPP (Individual Pension Plan), which is an attractive RRSP-like solution for business owners and incorporated professionals. These plans offer considerable tax benefits and can significantly increase the participant’s financial wealth.
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
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.
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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 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 6, 2023 - Podcast
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December 8, 2023
Bank of Canada: a change of tone as early as January? -
November 27, 2023 - Podcast
Sustainability in the insurance sector -
November 24, 2023
The Bank of Canada hints that rate hikes may be over
