Karine Melançon
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 certification Contact meAbout my team
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)
- Health and Dental Insurance
- Guaranteed Issue Life Insurance
- Segregated Funds
- Living Benefits (critical illness, disability, long-term care)
- 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
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 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.
Latest videos and podcasts
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April 16, 2024 - Podcast
Responsible investment -
April 9, 2024 - Podcast
The brick and mortar of AI -
April 5, 2024
World: Economic reacceleration is gaining traction -
April 2, 2024 - Podcast
AI sustained innovation more than a disruption
