CFP®, CIM, CLU, FCSI
Mutual fund representative 1
B&A Finanical Group, HollisWealth
I am a financial advisor with HollisWealth, a trade name of Investia Financial Services Inc., an insurance advisor with Hollis Insurance Inc., as well as a managing partner with B&A Financial Group. I have been in the financial services industry for over 30 years. I am a Certified Financial Planner (CFP), a Chartered Investment Manager (CIM), a Chartered Life Underwriter (CLU) and a Fellow of Canadian Securities Institute (FCSI). With my many years of experience, I have focused my expertise in estate planning and small business consulting. I have been awarded one of the Top 50 Advisors in Canada.Contact me
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.
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Do you believe in your project and know that your products or services meet the needs of the market?
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Do you want to travel? Are you planning your wedding or your retirement?
Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.
It is never too early to start planning for retirement.
Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.
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 more
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.Learn more
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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