Renee Hawk

CSC, Life License

Mutual fund representative 1 Insurance representative

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I moved from Edmonton to Victoria in 1993 when the Royal Bank of Canada transferred me 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.  With encouragement from family, friends, and colleagues, I created Hawk Wealth Management in 2015 and partnered in 2017 to form Innovate Financial Group.  I bring over 25 years experience. I have my securities, mutual fund, branch manager, and insurance licences. I continually develop my professional acumen and am currently focused on my Certified Divorce Specialist certification. I love meeting new people and make sure new clients are welcomed in a way that has become custom in my practice. In my spare time, I enjoy spending time with my children.

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.

  • 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 a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
Learn more about the value of a representative
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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 on your investments and contact your representative easily and quickly.

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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. 2 Innovate Financial Group