Paulo Moulatlet
About me
With 30 years of experience in the Financial Services Sector, Paulo has a wide range of wealth knowledge in financial planning, investments and life insurance products. Paulo’s main focus is to help individuals, families and small business owners navigate through the Canadian financial industry so that they can achieve their most important goals.
In addition to his financial planning education, Paulo also holds a Civil Engineer bachelor’s degree from a Brazilian University. As a hobby, he also earned his fixed-wing pilot’s license, demonstrating his attention to detail which he always utilizes when interacting with his clients.
Contact meAbout my team
Amanda arrived in Canada to pursue a Graduate Diploma at KPU in September 2022. After working for 5 years as an independent lawyer in Brazil, she decided on a career shift and chose British Columbia to start over in the business segment. Amanda’s passion is providing empathetic and bespoke customer service with excellence in inclusive communication and attention to detail, skills she inherited from her past work experience. In addition to her work at Moulatlet Financial, Amanda is an eager fantasy book reader and loves to go paddleboarding during summer.
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.
Latest videos and podcasts
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July 4, 2025
United States: A “Big Beautiful Bill” for all? -
June 20, 2025
Bombs away -
June 13, 2025
Geopolitical risks rising -
June 6, 2025
Honeymoon’s over between Musk and Trump
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
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn more
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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