Serge Côté
B.A.A
Mutual fund representative 1
Independent representative
Financial security representative
Centre Financier de la Capitale
About me
After more than 25 years in the financial industry, working with financial institutions—as much with individuals as with businesses—I am still passionate about my work as a financial security advisor! Based at the Centre financier de la capitale in beautiful Quebec City, I serve a provincial clientele, along with my team of assistants! Passionate about people from the outset, I will talk with you about what is important to you and about your priorities!
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification 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.
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
- 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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November 27, 2023 - Podcast
Sustainability in the insurance sector -
November 24, 2023
The Bank of Canada hints that rate hikes may be over -
November 20, 2023 - Podcast
Understand North American consumer behaviour -
November 17, 2023
Markets anticipate more and more rate cuts in 2024
