Renee Hawk

Mutual fund representative 1

Insurance representative 2

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Several income options are available to you at retirement age.

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About me

Renee moved from Edmonton to Victoria in 1993 when the Royal Bank of Canada transferred her to serve the Greater Victoria area. Passionate about making a difference in people's lives, the move to personal financial planning in 2002 was a natural shift. In 2015 Renee created Hawk Wealth Management. Renee has accumulated over 30 years of experience. She holds her securities, mutual funds, branch manager, and insurance licences. Renee continually develops her professional acumen and recently obtained her Responsible Investing certification and is focused on obtaining her mortgage broker license. Renee loves meeting new people and makes sure new clients are welcomed in a way that has become custom in her practice. Contact meeast

About my team

Our role as your advisor is to help you establish effective strategies based on your unique set of goals and aspirations. We develop an investment strategy designed around your specific risk tolerance and time horizon as clients expect to earn a competitive rate on their investments as well as preserve their capital. By following our planning process, as developed by the Financial Planning Standards Council, we help you minimize tax, protect your assets, and build your wealth. We take the time to get to know you and devise a written plan with solutions built around your specific needs, goals and concerns. It will be reviewed with you regularly and updated accordingly to reflect major changes in circumstances or life events. Now more than ever, you need a long-term plan—in writing—that meets your unique needs, keeps you on track and provides tremendous peace of mind.

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.

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 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.

1 With Investia Financial Services Inc. 2 Hawk Wealth Management