Michelle Aucoin

MA, CFP®, CLU®, CDFA®, CFDS

Mutual fund representative 1

Insurance representative 2

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I focus on working with clients to build their financial confidence and resilience to help them embrace and navigate life's financial opportunities and challenges using insurance and investments. As a Certified Financial Planner® (CFP®), Chartered Life underwriter® (CLU®), Certified Divorce Financial Analyst® (CDFA®) and Chartered Financial Divorce Specialist (CFDS), I incorporate my expertise from my professional experience as a post-secondary executive and advisor in the technology sector and on Bay Street.

I hold a Master of Arts (MA) degree in Economics from the University of Victoria. My master's degree research focused on insurance regulation in Canada.

Born in Nova Scotia, I grew up on Prince Edward Island before making my way to British Columbia when my father was transferred to CFB Comox. I currently live in Kelowna, BC, and am passionate about swimming and building community. When not working, I can be found learning and enjoying time with my family.

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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.

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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Economic News with S├ębastien 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.

1 With Investia Financial Services Inc. 2 FocalPoint Financial Group Inc.