Sean Stevens
About me
Financial independence doesn’t happen by accident. It requires intentional planning that’s centered around your life. It’s about creating security and freedom so you can live on your own terms, however you define that.
As a Certified Financial Planner with over 12 years of experience, I help retirees navigate their lives with clarity and confidence. Planning is at the heart of everything I do. I specialize in retirement planning with a focus on income strategies for retirees, ensuring they never run out of money later in life.
To stay ahead in an ever-evolving financial landscape, I’m committed to continuous learning by studying new strategies, research, and industry trends to deliver the best possible advice to my clients.
Outside of my professional life, you’ll find me spending time with friends and family, travelling, and exploring the Canadian outdoors—from snowboarding in the winter to camping adventures in the summer.
Contact meA 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.
Latest videos and podcasts
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March 27, 2026
Iran war: Four weeks in -
March 20, 2026
A blurry outlook for the Middle East -
March 13, 2026
Bombs away -
February 27, 2026
Law and order
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
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn more
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.
Learn moreNew life event,
new objective
