Roberto Tremblay
B.A.A
Mutual fund representative 1
Financial security representative
Centre financier Lebourgneuf
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.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact meA 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 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
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.
Latest videos and podcasts
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May 26, 2023
U.S.: One minute to midnight for a deal on the debt ceiling -
May 19, 2023
The Bank of Canada should maintain patience with rate hikes -
April 28, 2023
Staying tuned to the markets: an insightful strategy -
April 21, 2023
Market update and investment opportunities
