Raffaele Nardi
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 certification Contact meA 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.
- Life Insurance (universal, whole, term)
- Travel Insurance
- Group Life Insurance
- Health and Dental Insurance
- Guaranteed Issue Life Insurance
- Living Benefits (critical illness, disability, long-term care)
- Annuities
- 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
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.
Learn moreNew life event,
new objective
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
-
September 10, 2024 - Podcast
A busy fall for the economy -
September 3, 2024 - Podcast
Optimizing the taxation of your investment income -
August 30, 2024
Market leadership shift underway -
August 2, 2024
Is the Fed about to follow in the Bank of Canada’s footsteps?
