Jérémie Gauthier

Fin. Pl.

Mutual fund representative 1 Financial security representative 2,3

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I contribute to families’ peace of mind by helping them achieve financial security. In other words, I alleviate the uncertainties of life and the risk of running out of money upon retirement or in the event of death or incapacity. I promote a pedagogical approach that fosters the client’s awareness in his or her personal finances. I provide my clients with customized written financial plans and regular follow-ups. I offer financial advice and, as needed, mutual funds and life insurance. My values are centered around integrity, proficiency, responsibility, respect and autonomy and my mission is to objectively guide you through your financial decisions.

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.

  • Annuities
  • Living Benefits (critical illness, disability, long-term care)
  • Segregated Funds
  • Guaranteed Issue Life Insurance
  • Life Insurance (universal, whole, term)

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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CLIENT PORTAL

Direct Access to your Investments and our Advice

Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.

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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 Hudon & Gauthier 3 Services financiers Jérémie Gauthier