Sébastien Marette

Mutual fund representative 1

Financial Planner 2,3

Financial security representative 2,3

Sebastien Marette

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About me

Sébastien graduated from the Institut québécois de planification financière (IQPF) in 2009 and holds a Master of Business Administration (MBA) in Financial Services. He worked in the banking sector from 2005 to 2019 as a financial security advisor, financial planner and director of a multidisciplinary team in wealth management.

He is also a licensed financial security advisor and mutual fund representative, which enables him to offer a wide range of financial strategies. In 2020, he started on the path to returning to his first professional passion, financial planning, but this time on a self-employed basis in order to develop his own client base.

At the same time, he began the process of acquiring the Claude Marette financial services firm to ensure continuity of service for the clients, as Claude was approaching retirement. In 2022, we redesigned the company's brand image and renamed it Marette Gestion de patrimoine.

Sébastien is proactive, personable, organized and thorough. He gets fully invested in every case he works on and doesn't hesitate to do the necessary research or take the steps required to provide accurate, value-added service.

 
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certificationopen_in_new
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About my team

In business since 1996, Marette Gestion de patrimoine has the experience and expertise to meet all your financial planning needs. Over the years, thousands of clients have chosen us to take care of their finances. Our structured approach ensures that we fully understand your needs and goals. We provide all our clients with a simple and clear financial plan containing personalized recommendations to optimize your wealth management.

Sophie Allard

Director of Operations and Customer Experience

Telephone

514-917-6222 Send a messageeast

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.

Insurance

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.

  • check_circle_outline Life Insurance (universal, whole, term)
  • check_circle_outline Group Life Insurance
  • check_circle_outline Health and Dental Insurance
  • check_circle_outline Guaranteed Issue Life Insurance
  • check_circle_outline Travel Insurance
  • check_circle_outline Segregated Funds
  • check_circle_outline Living Benefits (critical illness, disability, long-term care)
  • check_circle_outline Annuities

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.

Featured video

February 20, 2026

Uncertainty rising

Latest videos and podcasts

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1 With Investia Financial Services Inc. 2 Marette Gestion de patrimoine 3 Industrial Alliance, Insurance and Financial Services Inc.

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
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