Nadia Stubbert

Mutual fund representative 1 Financial security representative 2

Centre financier de la Capitale

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I have been working in the life insurance industry since 2011 and in the mutual fund industry since 2013. As a law technician, I will pay special attention to your global situation, your beneficiaries and the maximization of your estate. Not unlike your personal health, your financial well-being is ever evolving and your needs are likely to change over time. Our first step will be to update your situation together. I will always ensure to assess your existing coverage before making any living benefit (in the event of critical illness or disability), death benefit or savings accumulation recommendations. Statistically, people working with a financial security advisor will have 3 to 4 more assets when they retire than those who are not assisted in the elaboration of their strategies. Let yourself be tempted!

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.

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

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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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 Assurances Cusin et Pelletier inc.