Life’s journey is seldom smooth sailing. In the financial industry for over a decade, I am passionate about helping individuals and families navigate the financial side of their journey. I specialize in complete life to legacy estate planning, helping you grow, secure, enjoy and distribute your wealth in alignment with your goals and values. My mission is to ensure you can rest easy, knowing you are prepared and your family and/or estate is protected. Also holding an Elder Planning Counselor certification, I understand the life issues and needs of the maturing client. Focusing on essential information and tools necessary, I provide seniors with practical solutions in financial and estate planning, taking into consideration possible health and long-term care issues. Volunteer experience includes the Heart & Stroke Foundation, the Stollery Children’s Hospital Foundation & Kaboom. I am a proud member of Advocis, CIEPS and the Independent Financial Brokers of Canada.
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.
1 With Investia Financial Services Inc.