Marlene Da Costa

Mutual fund representative 1 Insurance representative 2

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I’m a mutual fund representative and a financial advisor with Continuum Financial Centres. I have experience working in the financial industry as well as a legal clerk. Attention to detail, good communication skills, and the ability to connect with clients are qualities that I am appreciated for. I believe that these qualities are an ideal foundation for my role as an advisor. When not serving my clients, I’m busy with my two active daughters, who are involved in gymnastics, swimming and dance. I also enjoy learning new things and making sure that I take time for myself to stay fit and healthy. I believe that to take care of others, you need to take care of yourself first. What makes me different is that I’m a genuinely caring person and want to help others in any way I can. I’m committed to becoming your trustworthy advisor and maintaining a long-term relationship with you, through all stages of life.

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.

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

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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CLIENT PORTAL

Direct Access to your Investments and our Advice

Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.

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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 Continuum Financial Centres