Paul Culbert

Mutual fund representative 1

Insurance representative

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About me

Our Experience: Paul and Ethel have nearly 20 years of combined experience in Investments and Insurance. Our Training: Paul is a licensed mutual fund representative and a licensed life insurance agent. Paul also has a Ph.D. in Chemistry and worked for GlaxoSmithKline, Pfizer and Eli Lilly prior to his career in finance. Ethel is a registered nurse, and she brings that caring mindset to her interactions with clients. Our Values—Why We Do this Work: We have been lifelong mutual fund investors and have personally benefitted from the power of market participation and the miracle of compound interest! Starting early, with small monthly contributions, we have seen our savings grow and grow. We have used these savings to purchase our home and look forward to our retirement, virtually free from financial concerns. We are passionate about helping other clients achieve their financial goals. We are excited to work with young clients who are just starting out their investment journey. We Contact meeast

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.

Economic News with Sébastien Mc Mahon

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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February 20, 2026

Uncertainty rising

1 With Investia Financial Services Inc.

Why work with an advisor?

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:

  • 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
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

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.

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