Roberto Tremblay

B.A.A

Mutual fund representative 1 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

Welcome to the insurance and financial services world, this fast-evolving environment which is hard to navigate through alone. Working from the Centre financier Gestrix, in Alma, I am taking part in fulfilling the Centre’s mission, which is to put together a multidisciplinary team of experts aiming to help clients organize their finances. I am the perfect advisor to guide you through your dreams, and the word of mouth alone proves it. I have been a mutual fund representative as well as a life insurance and disability insurance advisor for the past 12 years. I will be more to you than just an advisor – I will be a partner who will help you manage your portfolio in preparation for your retirement, your children’s education and the achievement of your biggest dreams. I will help you stay focused on your financial goals and help you and your family navigate the increasingly complex financial services world. Thank you for your trust.

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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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 Les Services financiers du Monde