Passionate about human relations, I've always taken the success of the people around me to heart.
Since 2010, financial services have enabled me to develop what I love most: authentic human contacts that evolve over time.
Our clientele is mainly entrepreneurs and business people with projects that are each as vast and as different as the next.
Our team builds customized plans combining the six spheres of financial planning according to the highest standards in the field (Financial Planning Institute).
We contribute to our clients' success by being actively involved in the realization of their projects and goals. This means sharing our resources, knowledge and network. Our recommendations are based on a rigorous analysis of your current situation and strategies to bring your most cherished projects and dreams to the fore.
Our mission: to achieve your vision.
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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The wealth management market in CanadaNovember 15, 2024
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