Shannon Lerner

RIS

Mutual fund representative 1

Insurance representative 2

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About me

Responsible Investing | Insurance Planning | Building a Greener, Fairer Future

I provide financial advice for the LGBTQ+ community so they can feel confident living life fully, knowing their finances are under control. Financial information is one of the most personal and intimate things a person can share.

I honour the trust placed in me and provide a safe environment to discuss the experiences and dreams that shape how you want your future to look. Then I work with you to develop and implement a plan to secure your wealth and financial wellness. Over the years, we'll update your plan as life throws curveballs or your priorities evolve.

I have been working in the financial industry for 20+ years in various roles. I am qualified to provide advice on life and living benefits insurance in Ontario and have access to several insurers in the Canadian marketplace. I am also a Responsible Investing Specialist; ask me about investing with your personal values or faith in mind.

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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.

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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1 With Investia Financial Services Inc. 2 Wright Wealth (Guelph) Inc.

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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