Mutual fund representative 1
I have had the pleasure of working with families and successful business owners for over two decades to guide them and solve problems which allow them to live life their way, under their terms. Located in a convenient midtown area with plenty of free parking, our office space is fully accessible and comfortable to offer a more complete planning experience. With a passion for tax strategies, estate planning, efficient retirement and cash flow planning, managing risks to your wealth, we employ a holistic approach within our practice. Our solid working relationships with other professionals complements this approach and refines it with extra expertise when needed. We are a family run practice and never stop learning and adapting to new changes and circumstances so we can assist your family and enterprise when and where you need it most. Involving ourselves in our community is important too. Volunteering, stained glass painting, sports and kids activities are a few examples of activities in which we are involved.Contact me
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.
Are you about to move in with your significant other?
See what you should plan for in terms of insurance and savings to begin your life together on the right foot.
Will your family soon have a new addition?
Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.
Do you believe in your project and know that your products or services meet the needs of the market?
Here are a few elements to help you launch your business.
Do you want to leave apartment life behind and buy a home?
Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.
Do you want to travel? Are you planning your wedding or your retirement?
Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.
It is never too early to start planning for retirement.
Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.
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:
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.Learn more
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.Learn more
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.
May 5, 2023
May 26, 2023U.S.: One minute to midnight for a deal on the debt ceiling
May 19, 2023The Bank of Canada should maintain patience with rate hikes
April 28, 2023Staying tuned to the markets: an insightful strategy
April 21, 2023Market update and investment opportunities