CH.F.C., CLU, CIM, FIIC, CFP
Mutual fund representative 1
Insurance representative
Paul F Crema
I offer over 20 years of experience in comprehensive financial planning. My designations are as follows: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C), Chartered Insurance Professional (CIP) and Fellow Chartered Insurance Professional (FCIP).
My sensible and holistic approach to planning focuses on helping my clients establish realistic goals. I provide ongoing value by helping develop and monitor investment and insurance strategies to support those objectives.
Contact meMutual 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.
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 moreStay 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 moreSébastien 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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