I have been a mutual find representative since 1994 and I work with Investia Financial Services Inc. My role is to help you plan your financial objectives either through a pension plan, an education plan, tax shelters or other types of retirement investments. Moreover, I can help you manage your debts through recommendations or reconciliation in collaboration with my contacts from different areas.
I have also been a financial security advisor since 1992, with Lemire & Lemire Services financiers inc. I work with more than 20 life insurance companies. My role is to find the best available insurance solution and adequately protect your estate. In 1994, I joined a network of advisors who specialize in disability (salary replacement) insurance. Through this affiliation, I have gained valuable expertise in this area. Additionally, in the event of an accident or an illness, I can support you through the claim process.
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.
- 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)
- 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
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.Learn more
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 Lemire & Lemire Services financiers inc.