Mutual fund representative 1
Financial security representative
Centre Financier Lebourgneuf
Welcome to the insurance and financial services world, this fast-evolving environment which is hard to navigate through alone. Located at the Centre financier Gestrix, in Alma, I am taking part in fulfilling the building’s mission, which is to put together a multidisciplinary team of experts to help clients to organize their finances. New to Investia since May 2018 and working in close collaboration with Roberto Tremblay, I am a financial security advisor with Les Services financiers du monde as well as a mutual fund representative with Investia Financial Services Inc. I can assist you with personal finance management, income tax, investment and life and disability insurance. I am more than just an advisor, I am a genuine partner who will guide you through portfolio management to help plan your retirement or your children’s education, or to help make your dreams become reality. I will work closely with you and your family to help you reach your financial goals and to help you navigate the increasingly complex financial services world. I am looking forward to meeting you!As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact me
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.
Are you about to move in with your significant other?
See what you should plan for in terms of insurance and savings to begin your life together on the right foot.
Will your family soon have a new addition?
Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.
Do you believe in your project and know that your products or services meet the needs of the market?
Here are a few elements to help you launch your business.
Do you want to leave apartment life behind and buy a home?
Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.
Do you want to travel? Are you planning your wedding or your retirement?
Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.
It is never too early to start planning for retirement.
Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.
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:
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.Learn more
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.Learn more
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.
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