Lisa Sukul

CFP, CFDS, RRC, EPC

Mutual fund representative 1

Insurance representative

Key Nest Financial

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About me

Over the past 12+ years, I've worked hard to be the kind of Financial Planner I would want. Having someone you can trust to share intimate financial details, wishes and dreams, frustrations and challenges with can make a world of difference through life's ups and downs. It is often the difference between staying on course with confidence vs straying off track. I've been there. I've been at crossroads and needed someone who cared enough to understand what was important to me, and knowledgeable enough to paint out the financial options that would great impact the people I love. More than that, I needed them to be there to walk the journey with me. I needed that someone but couldn't find one, so I decided to become that person. What I value most - long term, meaningful relationships built on honesty, integrity and mutual respect. My Why for what I do? Simply, my kids. If you're ready to get intentional about your financial future, let's take that right next step together! Contact meeast

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.

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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1 With Investia Financial Services Inc. 2 PPI

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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