Serge Caron

Mutual fund representative 1 Financial security representative 2

GFM Groupe financier inc.

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I have more than 40 years of experience in the finance and investment industry. I started my career in 1976 working in various financial institutions, and I received numerous awards and distinctions before joining the GFM Groupe Financier team in 1996. I have been working at GFM for the past 20 years where I specialized in investment and individual taxation. I am a true finance buff and I enjoy sharing my knowledge and expertise with my clients and colleagues.

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)
  • Annuities
  • Living Benefits (critical illness, disability, long-term care)

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
Learn more about the value of a representative
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Economic news with Sébastien Mc Mahon and his team

Clément 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 GFM Groupe financier inc.