Patricia Turcotte

Mutual fund representative 1 Independent representative Financial security representative

Centre Financier Lebourgneuf

Need advice

Contact me

Client portal

Log in

RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I began working in the financial services industry at 19 years of age. My two main motivations were knowledge and financial independence for all. I believe that knowledge allows people to gain independence. What fuels my passion after over 15 years in my field is my desire to make a difference in people’s lives! Over the years, I’ve worked in different places and in 2017, I decided to work with Investia’s Lebourgneuf financial centre because of the quality of its administrative service and the family environment. The trust you have in me by allowing me to manage your portfolio is a big honour that I take very seriously. My primary goal is to maximize your hard-earned money while respecting your values and priorities. I look forward to contributing to your security and financial independence!

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.

  • Health and Dental Insurance
  • Travel Insurance
  • Segregated Funds
  • Guaranteed Issue Life Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Annuities
  • 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
Learn more about the value of a representative
portail

CLIENT PORTAL

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.