Jim Bazillion

Mutual fund representative 1 Insurance representative

Investia - Bazillion

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I have 24 years' experience as an advisor and 17 years as a branch manager for mutual funds. I am currently the manager of my branch, with 40+ advisors working with my office and 4 other team members to assist clients and advisors. My wife Valorie and I have 3 children, the oldest of which works with me. I enjoy watching my children grow up and participate in many sports. In my spare time, I can be found in an arena coaching hockey, coaching or cheering on a baseball field, and when time permits, on the golf course or at a Flames game. I also appreciate travelling with family and friends for the new experiences and great memories that it brings. Professionally, I enjoy helping people set and achieve their goals. Good conversation and building relationships are the foundation for my practice. I enjoy working with people in all stages of life who are looking for personalized advice, interaction, and participation in their financial health.

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.


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
  • Guaranteed Issue Life Insurance
  • Health and Dental Insurance
  • Group Life Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Segregated Funds
  • Travel 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


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.