Justin Claros

CIM

Mutual fund representative 1

Panorama Wealth Management

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I joined Panorama Wealth Management in August 2014 as a financial advisor, providing sound investment planning, tax planning and preparation, as well as excellent client service. I believe “that each of us defines our own wealth and financial objectives” and my job is to help my clients successfully accomplish these objectives. I am building my business serving couples and families as well as professionals and entrepreneurs. I am always looking to guide new investors or discuss strategies with an experienced investor. As a graduate of the Université du Québec, I earned a bachelor’s degree in business administration majoring in finance. I also hold the Chartered Investment Manager (CIM) designation, an investment management designation tailored for today's sophisticated investors. I am passionate about sports, I am an avid basketball player and I enjoy golfing. I spend most of my spare time with my wife, Krista and daughter, Ariel.

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.

Insurance

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)
  • Annuities
  • 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
Learn more about the value of a representative
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CLIENT PORTAL

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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.