Shabbir Safri

CIM

Mutual fund representative 1

Financial security representative

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

When your assets are at stake, discretion and reliability are priorities. I work independently and am not influenced by any obligations to banks or other financial service providers. I will help define your financial goals and develops a plan. My decisions to invest your money are based on active conceptual and strategic wealth management criteria. Summary of the basis of my work:

 

Competence – I regularly sharpen my axe by continuous education and training to maintain a high level of competence in my respective areas of expertise in order to achieve the industry's highest standards. I have the industry leading designation of CIM (Chartered Investment Manager) which additionally requires me to keep abreast the industry and stay compliant. I am an experienced advisor being in the industry for over 10 years.

 

Independence – I act independently from banks and financial service providers. This independence allows me to provide unbiased advice and in the best interest of clients. I do not manufacture or own products and have no incentive to favour one product over another. Believing in active conceptual and strategic wealth management, and with the flexibility and freedom to recommend, I have done “the best” for each client’s unique situation to achieve objectives.

 

Personal and individualized service and support to our clients are of paramount importance. I offer custom-tailored financial solutions and I conduct periodic review meetings with my clients to ensure they stay in line with their financial objectives. The honest and knowledgeable advice I offer makes me a leading advisor. Because of our personalized service, we have a big success in getting unsatisfied and mistreated clients of banks and credit unions. You are a client to us and not merely a number. It cannot be explained but it can be experienced.

 

We have worked silently and our success has made noise. Some companies may charge you transfer out fees, so please verify this before you proceed with your transfer.

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

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.