Our team helps successful business owners, successful individuals and their families have “Piece of Mind” with our POM process. We offer tailored solutions for risk and wealth management, combined with our knowledge of taxation and philanthropy to achieve and protect the life you want. Furthermore, we offer cash flow and debt management solutions to meet the complex needs of this successful group of people. With over 20 years of combined banking experience, we are uniquely placed in a position to help you get the most from your bank, or better still from a position of multiple banks vying for your business. Our goal is to ensure you keep the most money away from the bank, government as well as the insurance company to create and maintain your hard-earned dollars. Have an M&M, a “Movative Moment” and see your future with anticipation, not apprehension with our POM process, a process you can grow into, not out of.
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.
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.
- Life Insurance (universal, whole, term)
- Travel Insurance
- Group Life Insurance
- Health and Dental Insurance
- Guaranteed Issue Life Insurance
- Living Benefits (critical illness, disability, long-term care)
- Segregated Funds
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
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.Learn more
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.
Inflation is still under scrutiny
1 With Investia Financial Services Inc. 2 Movative Financial Services