B.B.A., Fin. Pl.
Mutual fund representative 1
Financial Planner 2,3
Financial security representative 2,3
I am passionate about human relationships and I have always been committed to the success of people around me. Working in the financial services industry since 2010 has allowed me to build ever-evolving and genuine relationships with my clients. Our team builds customized plans focused around the 6 spheres of global and integrated financial planning (PFPI) and the highest industry standards (IQPF). Operating in an environment of business people, we meet the needs of a wide of clients with very different projects. In collaboration with professionals, we are supported by a network of trustworthy collaborators. Our work ethic is based on a thorough assessment of your situation and the strategies we put forth to help you meet your most valued dreams and projects. Our deepest desire is to become a reliable resource for you in terms of planning. Looking forward to contributing to your success!
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact meMutual 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.
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.
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.
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U.S. household confidence shakenAn 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:
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