Jennifer Brown

CFP

Mutual fund representative 1

Insurance representative 2

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About me

I graduated from Sheridan College in 1999 with a diploma in business finance. In my first few years, I worked in a law firm doing administration and as an assistant to a real estate lawyer. After 2 years, I decided that my passion and enjoyment for my work would be more suited to finance, my area of study, and I have worked in the financial industry since 2001.

I obtained the certified financial planner professional designation in August 2024. I have been mutual fund licensed since 2005 and also hold my life insurance license. My extensive knowledge and experience with the administrative processes is crucial to the smooth operation of the office and to the rules and parameters of financial planning for clients.

I grew up in a family that exemplified hard work, respecting the value of a dollar and living within your means. Guiding clients in achieving all their life goals and dreams gives me great satisfaction in having chosen this career!

In my spare time, I have developed a passion for cooking and baking and enjoy trying new recipes. I also enjoy travelling to new places, skiing, golfing and gardening in the summer. Curling up anytime of the year with a great murder mystery or adventure novel is wonderful.

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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.

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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1 With Investia Financial Services Inc. 2 PPI

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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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