Sean Cassidy

CFP, B.Ed.

Mutual fund representative 1

Insurance representative

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

Through the years, I have been driven by a simple purpose: work with others to build their success. I did this first through teaching in the elementary school system, guiding children in their learning and supporting their growth. I transitioned out of teaching and was led to the area of finance due to my love of numbers. I found harmony in those two skill sets by breaking down the complicated topics found in insurance, investment and financial planning and making them meaningful to Canadians. Today, my clients benefit from a clear communication style I learned while earning my Bachelor of Education along with a solid strategy underpinned by my Bachelor of Arts in Mathematics and my designation as a Certified Financial Planner®. Everyone deserves to feel confident and in control of their finances, and understanding is central to that. Feel free to visit, ask questions and determine if working together is the right way forward.

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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.

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

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.

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September 6, 2024

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1 With Investia Financial Services Inc.