Louis Roy

RLU

Mutual fund representative 1 Financial security representative 2

Roy, Lévesque & Associés - Cabinet de services financiers inc.

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I am a 3rd generation financial security advisor with Roy, Lévesque and Associates Inc., a firm that has been in business for more than 50 years, and I have been a mutual fund representative with Investia Financial Services Inc. since 2007. Our firm mission: guide and assist you through each step of your life using a human, personalized approach. For us, the client comes first – whether you are an individual or a corporation, we will identify your goals and take the time to understand your needs using a structured approach which will allow us to optimize your financial situation and wealth through tax-efficient investment products. We develop financial strategies and investment solutions and we provide our clients with life, critical illness, disability and long-term care insurance solutions customized to their needs.

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.

  • Living Benefits (critical illness, disability, long-term care)
  • Life Insurance (universal, whole, term)
  • Segregated Funds
  • Annuities
  • Group Life Insurance

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
Learn more about the value of a representative
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Economic news with Sébastien Mc Mahon and his team

Clément 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 Roy, Lévesque & Associés - Cabinet de services financiers inc.