Lowell Loveday
CFP, R.F.P.
Mutual fund representative 1
Financial Planner
Insurance representative
Independent representative
Investia Miramichi
About me
I draw on 30 years of experience in the financial services industry. I work out of the Investia Miramichi office. I have attained the Certified Financial Planner (CFP) as well as the Registered Financial Planner (R.F.P.) designations.
My client’s needs are diverse and everyone has their own concerns, like planning for Education costs, buying a new Home, achieving a secure and comfortable retirement and estate planning. Small business owners have unique opportunities and challenges.
I think of myself as a guide who is with you every step of the way through an ever-changing landscape. We may have to change course or take a detour on our journey but we always have your end destination in sight.
In my off-time I am a proud member of the Rotary Club of Chatham, serving our community. At home I spend a lot of time gardening but lately Pickleball seems to be taking up more of my time.
Feel welcome to contact me at any time.
Contact meAbout my team
Murielle Doucette is our Administrator. She is most likely the person you are speaking to when you call our office. She can help with any questions on the admistration of your account, such as monthly deposits or withdrawals, change of address etc. If she can't help you she knows who can. She keeps our office running smoothly.
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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December 3, 2024 - Podcast
The impact of inflation on philanthropy -
November 26, 2024 - Podcast
The American election in review -
November 19, 2024 - Podcast
The wealth management market in Canada -
November 15, 2024
Piecing together the Fed’s puzzle
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.
Learn more
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.
Learn moreNew life event,
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