Karine Melançon

Fin.Pl.

Mutual fund representative 1

Financial security representative 2,3

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

For over 20 years, I have been committed to your financial security as well as that of your family and your business. Always concerned with providing you with the most appropriate advice, I have been in continuous training for years, which allowed me, among other things, to obtain my certification as a financial planner in 2005 and then as a mutual fund representative to offer you a greater diversity of investment solutions. Whatever your situation, you deserve high-quality service – that is my commitment to you. My work can impact and help you build, grow, and preserve your financial wealth. I am here to help you.

As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certificationopen_in_new Contact meeast

About my team

Marion Champelet

Telephone

450-954-2840 Send a messageeast

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.

  • check_circle_outline Life Insurance (universal, whole, term)
  • check_circle_outline Health and Dental Insurance
  • check_circle_outline Guaranteed Issue Life Insurance
  • check_circle_outline Segregated Funds
  • check_circle_outline Living Benefits (critical illness, disability, long-term care)
  • check_circle_outline Annuities

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
The value of an advisor

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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Client Portal

Direct access to your investments and our advice

Stay 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.

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Economic News with S├ębastien 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.

1 With Investia Financial Services Inc. 2 Industrial Alliance Insurance and Financial Services Inc. 3 Michel Rhéaume et Associés Ltée