Sarah Herman

CCS

Mutual fund representative 1

Insurance representative 2

Independent Financial Services

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About me

With nine years' experience in the financial services industry and working with the team at Independent Financial Services, I strive to ensure every aspect of my clients' financial goals are met. Whether it be savings for the short term or for retirement, protecting their income with insurance products and my personal favourite, behaviourial cash flow planning, I am motivated by my clients' desire to know "everything will be ok".

The Rotary Club is my source of giving back to the community and the world; the friendships and relationships I have with Rotary have opened doors to personal development and a true sense of pride in mankind. I enjoy spending weekend time at our family cottage on Blackstrap Lake, playing with my niece and nephew,s and golfing.

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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.

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.

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January 31, 2025

A deeper look at the Canada-U.S. trade relationship

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1 With Investia Financial Services Inc. 2 Independent Financial Services

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
The value of an advisor

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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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