Sébastien Marette

Mutual fund representative 1

Financial Planner 2,3

Financial security representative 2,3

Sebastien Marette

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

With more than 17 years of experience in financial services as an advisor and manager, I have developed a solid expertise in financial planning. In 2020, I took over the torch of the family company, Marette Gestion de patrimoine, in business since 1996.

It will therefore be a pleasure for me to grow with you and to offer you stability and professionalism for your personal finances for the next few years, even decades!

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

About my team

In business since 1996, we have the experience and expertise to meet all your financial planning needs. Thousands of clients have chosen us over the years to provide them with financial services. Our structured approach ensures that we understand your needs and plans. We provide all our clients with a simple and clear financial plan that includes personalized recommendations to optimize the management of your wealth.

Claude Marette

Vice-President, Business Development

Telephone

514-234-4265 Send a messageeast

Francine Bachant

Executive Support

Telephone

514-238-2218 Send a messageeast

Sophie Allard

Director, Client Services

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

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 S├ębastien 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.

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