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!

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)

Economic news with Sébastien Mc Mahon and his team

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.