Réjean Cajolet

Fin. Pl.

Mutual fund representative 1 Independent representative Financial security representative

Centre financier Lebourgneuf

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I started my career in the financial services industry in 2002 and I obtained my financial planning certification in 2004. I have been an Investia representative (Centre financier Lebourgneuf) since 2015. I have a bachelor’s degree in accounting, as well as a certificate in financial planning. I am passionate, meticulous and I take care of my clients. In my spare time I coach hockey and I am involved in the Chambre de commerce et d'industrie des Bois-Francs et de l'érable. The experience I have gathered since 1991 allows me to assist my clients in all spheres of personal and business financial planning: investment, retirement, insurance, legal aspects, taxation, family and estate planning. Looking forward to doing business with you soon!

As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification

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.

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

Mobile application

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

Learn more

BUYING A HOME

Do you want to leave apartment life behind and buy a home?

Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.

MOVING IN TOGETHER

Are you about to move in with your significant other?

See what you should plan for in terms of insurance and savings to begin your life together on the right foot.

PLANNING YOUR RETIREMENT

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.

SAVING FOR A PROJECT

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.

STARTING A BUSINESS

Do you believe in your project and know that your products or services meet the needs of the market?

Here are a few elements to help you launch your business.

HAVING A CHILD

Will your family soon have a new addition?

Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.

Economic News with Sébastien Mc Mahon

Clément 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.