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!
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. 2 Les Services financiers du monde