Justin Claros

CIM, CFP, RIS, FCSI

Mutual fund representative 1

Panorama Wealth Management

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RRIF and LIF

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About me

Family has always been important to Justin, and it naturally became his focus as an advisor. Justin has successfully built his practice focusing on multi-generational wealth. Many of his clients are families with three and four generations. Justin strongly believes that wealth and success is defined by each individual, and his passion is to help each of his clients achieve their personal goals. 

 

 Aiming to better serve his clients, Justin has obtained the following credentials:

• Bachelor’s in business administration with a profile in Finance from the University of Quebec

• Chartered Investment Manager (CIM)

• Certified Financial Planner (CFP)

• Responsible Investment Specialist (RIS)

• Fellow of the Canadian Securities Institute (FCSI)

 

Justin’s success as a young advisor has been driven by the ability to build strong personal and professional relationships with clients. His empathetic attitude combined with the goal of improving the lives of everyone around him is what piqued his passion for financial planning. Justin has been featured by Wealth Professional magazine as a 2021 Rising Star in Canada’s wealth management industry. The article and his feature are available here: wealthprofessional.ca/best-in-wealth/pp/359933

 

Justin and his wife Krista have two young children, Ariel & Zekio, and live in Ottawa. Justin is an avid basketball player, golfer and runner.

 

Justin’s useful links for more information:

- Investment and insurance literacy: justinclaros.thelinkbetween.ca

- Economic update videos/podcasts: ia.ca/economy

- Financial educational videos: ia.ca/economic-publications/economy-finances-101?video=1

- Wills: partners.willful.co/investia-en

 

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About my team

As part of Justin’s team, Jennifer brings over 17 years of experience working in the financial industry. Jennifer’s genuine care and attention to detail has provided clients a level of comfort in knowing the administrative steps to their financial goals are of the highest priority.

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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.

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
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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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1 With Investia Financial Services Inc.