About meI focus on working with clients build financial confidence and resilience to help them embrace and navigate life's financial opportunities and challenges using insurance and investments. As a Qualified Associate Financial Planner™ (QAFP™), Certified Health Insurance Specialist® (CHS®) and Certified Divorce Financial Analyst® (CDFA®), I incorporate my expertise from professional experiences 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. I was born in Nova Scotia and grew up on Prince Edward Island before making my way to British Columbia when my father was transferred to CFB Comox. I live in Kelowna, BC, and I am passionate about swimming and building community. When not working, I can be found learning and enjoying time with my family.
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.
- Guaranteed Issue Life Insurance
- Travel Insurance
- Health and Dental Insurance
- Living Benefits (critical illness, disability, long-term care)
- Segregated Funds
- Group Life Insurance
- Life Insurance (universal, whole, term)
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 FocalPoint Financial Group Inc.