PFP®, RFRA®
Mutual fund representative 1
Financial Planner
Insurance representative
Investia - Miramichi
I have been in the financial services industry for 10 years. I have obtained the Personal Financial Planner (PFP®) designation and Registered Financial and Retirement Advisor (RFRA®) designation. This shows my commitment to excellence and lifelong learning. My practice revolves around developing solid long-term working relationships with my clients. I achieve this through scheduled face-to-face review meetings, excellent communication and ongoing service. I really get to know my clients individually, and give advice based on their specific needs. The majority of my business comes from client referrals because of this. The most rewarding part of my career is seeing my clients feel a sense of relief and security in knowing what the future holds for them financially, and how to achieve their goals. Please feel welcome to contact me.
Contact meI am at the Investia – Miramichi office with my team, Lowell Loveday, Cheryl Harris and our administrator, Murielle Doucette. We are all well known in the community and are proud of the level of expertise and services we offer to our clients.
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.
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.
January 14, 2025 - Podcast
Financial resolutions for 2025January 10, 2025
Our 2025 outlookJanuary 7, 2025 - Podcast
Our markets outlook for 2025December 27, 2024 - Podcast
Our economic outlook for 2025An 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 more