Mutual fund representative 1
Insurance representative 2
I have been in the financial services industry for 15 years. I am a certified financial planner (CFP) and a chartered life underwriter (CLU) I enjoy working with business owners and families to help them achieve their financial goals while helping develop strategies to minimize one of our biggest expenses: taxes. I will also work with my clients and their other professionals to ensure their estate plan is properly set up to ensure assets are transferred smoothly to their loved ones and to minimize what is paid to the CRA so that more money remains with the family. As a business owner and a family man, I understand how the two aspects intertwine. I help my clients set up their plan and ensure it's perfected over time, as life and circumstances change. For me, success is defined by my clients’ success.Contact me
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.
Are you about to move in with your significant other?
See what you should plan for in terms of insurance and savings to begin your life together on the right foot.
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Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.
Do you believe in your project and know that your products or services meet the needs of the market?
Here are a few elements to help you launch your business.
Do you want to leave apartment life behind and buy a home?
Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.
Do you want to travel? Are you planning your wedding or your retirement?
Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.
It is never too early to start planning for retirement.
Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.
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 more
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.Learn more
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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