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 meMutual 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.
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.
December 20, 2024 - Podcast
2024 Market ReviewDecember 17, 2024 - Podcast
2024 Economic ReviewDecember 13, 2024
Bank of Canada: Another major rate cutDecember 9, 2024 - Podcast
Advantages of the FHSAAn 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.
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