Raffaele Nardi

BBA, Fin.Pl.

Mutual fund representative 1

Financial security representative 2,3

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

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 certificationopen_in_new 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.

Insurance

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.

  • check_circle_outline Life Insurance (universal, whole, term)
  • check_circle_outline Travel Insurance
  • check_circle_outline Group Life Insurance
  • check_circle_outline Health and Dental Insurance
  • check_circle_outline Guaranteed Issue Life Insurance
  • check_circle_outline Living Benefits (critical illness, disability, long-term care)
  • check_circle_outline Annuities
  • check_circle_outline Segregated Funds

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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Economic News with S├ębastien 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.

1 With Investia Financial Services Inc. 2 Montreal Wealth Management 3 Finance in Motion Inc.