Samantha Di Lullo

Mutual fund representative 1

720T

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

Educated at Concordia University, I entered the financial field looking for new opportunities and to acquire new skills. Employed as an assistant branch manager, I am a key component in creating a dynamic and professional service offering to our clientele. My conscientiousness and ability to process effectively allows our clients to be serviced in the most accurate and compliant manner.

I completed my Branch Manager course, which allows me to properly oversee all compliance-related aspects in our business. I have expanded my skills in advertising and social media communications to successfully promote the team and broaden our image.

I work hard to bring our team to the next level by promoting our services to ensure that our clients are aware of all the areas in which we can assist them. I am also the key component to organising any events we host, whether it be a client appreciation event, workshop or information session.

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 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.