Our goal is to provide our clients with a portfolio that works today and into the future. A personalized, well-diversified portfolio is key to investment success. We use our 30 years of experience to enable retail investors to access markets, asset classes, and expertise previously widely unavailable. With our specialized expertise, we offer knowledgeable advice on alternative investments that deliver uncorrelated sources of investment returns, mitigate risk, and manage volatility. For years we have successfully provided independent financial services based out of London. We have assisted individuals, families, professionals, farmers, and small business owners achieve financial success. While developing a personal relationship with you, we will clearly identify your objectives, define your investor profile, and cultivate a unique plan to help you reach your financial goals. Contact us today to discuss your financial future. (In-person, virtual or telephone meetings available).
Contact meMutual 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.
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:
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn moreStay 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.
Learn moreSébastien 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.
October 7, 2024 - Podcast
Caring for someone with a mental health problemOctober 2, 2024 - Podcast
Impact of the U.S. elections on the marketsSeptember 6, 2024
Race to the neutral rateSeptember 27, 2024
China’s rescue plan