Jin Zhang

CFA, CFP, CLU

Mutual fund representative 1

Insurance representative 2

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

Jin Zhang immigrated to Canada in 2000 and has since been engaged in various aspects of financial management, asset allocation, tax consulting, family protection plan construction, wealth inheritance, and estate planning. He has dedicated himself to studying the cutting-edge knowledge of North American economics and finance through the Canadian Securities Institute (CSI), the CFA Institute, the Financial Planning Standards Council (FPSC) of Canada, and the Institute for Advanced Financial Education. He has obtained a variety of professional qualifications and rich experience, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and membership in the Million Dollar Round Table (MDRT). Contact meeast

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.

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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December 20, 2024

Bracing for Trump 2.0

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1 With Investia Financial Services Inc. 2 Mountainview Wealth Management Inc.

Why work with an advisor?

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
The value of an advisor

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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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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