Sébastien Marette
Mutual fund representative 1
Financial Planner 2,3
Financial security representative 2,3
Sebastien Marette
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!
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.
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.
- Life Insurance (universal, whole, term)
- Group Life Insurance
- Health and Dental Insurance
- Guaranteed Issue Life Insurance
- Travel Insurance
- Segregated Funds
- Living Benefits (critical illness, disability, long-term care)
- 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
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.
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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.
Latest videos and podcasts
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April 16, 2024 - Podcast
Responsible investment -
April 12, 2024
Fed: How many, if any, rate cuts in 2024? -
April 5, 2024
World: Economic reacceleration is gaining traction -
April 2, 2024 - Podcast
AI sustained innovation more than a disruption
