Robin Daniels
About me
INVESTING IS A JOURNEY. DO YOU HAVE A GUIDE? Many people don't have a clear picture of their financial future. I help people build and follow investment plans so they have peace of mind from now through retirement. 1) YOUR GOAL: Do you have a map for retirement? Do you know where you are on the map? Do you like where you are going? 2) YOUR GEAR: Are your investments right for you/your plan? Do your returns reflect the fees you're paying? Do your mutual fund fees include the map and the guide? 3) YOUR GUIDE: You set the course, I help you get there. My 10+ years’ experience as a CPA at your service. I make a long-term commitment the whole retirement journey. LET'S GO! DISCUSS when and how you would like to retire. BUILD an investment plan that works for you. MEET consistently to stay on track.
. 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.
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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December 6, 2023 - Podcast
Philanthropy & Community Involvement: Making a Difference -
December 8, 2023
Bank of Canada: a change of tone as early as January? -
November 27, 2023 - Podcast
Sustainability in the insurance sector -
November 24, 2023
The Bank of Canada hints that rate hikes may be over
