Jeff Black

CFP

Mutual fund representative 1 Insurance representative

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

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.

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.

  • 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 a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
Learn more about the value of a representative
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Economic news with Sébastien Mc Mahon and his team

Clément 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.

1 With Investia Financial Services Inc. 2 Black's Financial Planning Services Inc.