Welcome to my Web page! It is a pleasure to have you here today.
My name is Raffaele Nardi. I am a Financial Planner and I have been a member of IQPF since 2004. I worked in the banking sector for twelve years, after which I joined the Investia family with the goal of advising my clients independently. My strength is in my ability to take whatever time is necessary to lay out all your options for you in order to ensure that you make sound and informed financial decisions.
The services I offer are as follows, to name only a few: financial planning, retirement planning and investment management, including tax-advantaged investments.
Over the past five years or so, my team and I have built a network of professionals comprised of accountants, notaries and lawyers in order to guide you through the most critical steps of your life.
Please do not hesitate to contact me if you have any questions or require a second opinion, I will be glad to advise you.
Thank you, I am looking forward to hearing from you!
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification 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.
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.
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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