After ten years as an advisor in retail banking, I anchored in my home province as an independent advisor to offer my clients the consistent relationship they wanted, and the one I needed to be most effective. In 2010, I obtained my investment license and continued to complete the Personal Financial Planning Designation (PFP) in 2018. Prior to this, I graduated from NSCC with a diploma in business management. When not at the office, I am likely to be found playing, coaching, or watching hockey throughout the rinks of Nova Scotia, and I am proud to be the treasurer of the Bridgetown Memorial Cup Association. It is easy to become overwhelmed by the number of accounts and options, but through an engaging process of simple questions and conversation, I can help you navigate and understand which benefit is best suited for you and why. From starting simply together, to including your family and other professionals as needs develop, I am there to monitor and adjust with you through the changes that life brings.
Contact meGreenwood Executive Assistant and Client Service Manager
Telephone
902-765-8437 Send a messageWindsor Executive Assistant and Client Service Manager
Telephone
902-798-8741 Send a messageMutual 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.
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.
December 20, 2024 - Podcast
2024 Market ReviewDecember 17, 2024 - Podcast
2024 Economic ReviewDecember 13, 2024
Bank of Canada: Another major rate cutDecember 9, 2024 - Podcast
Advantages of the FHSAAn 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:
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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