Marcio Armando

RFP, RFC

Mutual fund representative 1

Insurance representative 2

Financial Planner 2

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About me

Over the last decade I have been working with high income and high net worth professionals and business owners on writing, implementing and monitoring their financial plans. This has resulted in a wealth of knowledge I use to identify patterns with client financial planning needs.

Having a plan is important, but getting the advice of an expert to implement your plan is crucial. I work together with you and your team of trusted professionals to offer comprehensive wealth management solutions.

I am committed to understanding your needs and providing you with in-depth analysis and personalized solutions. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning in my network, I’ll help you keep up-to-date with the increasing changes in the financial services industry.

Whether you’re examining investment performance or wishing to customize your tax and retirement options, you can be confident you’ll have the necessary detailed information you need to make your most important investment decisions.

As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certificationopen_in_new 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.

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1 With Investia Financial Services Inc. 2 Armando Wealth Management Corp.

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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