I joined Investia Financial Services as a mutual fund representative and National Bank Insurance as a financial security advisor (personal insurance broker) after eight years working at a wealth management firm. Over these last ten years of my career, I adopted three fundamental values that guide each action I take: respect, ethics and engagement. My objective is to have evolving conversations with you so that I can become the advisor you trust. Professional and motivated, I will help you make strategic decisions for your peace of mind and your wellbeing in the future. Your personalized tax plan will improve your financial health by being based on your life objectives and your concerns. Whether you’re a professional, business owner or self-employed worker, we are ready to provide guidance.
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.
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.
- Segregated Funds
- Group Life Insurance
- Living Benefits (critical illness, disability, long-term care)
- Health and Dental Insurance
- Guaranteed Issue Life Insurance
- Life Insurance (universal, whole, term)
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
Direct Access to your Investments and our Advice
Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.Learn more
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 CABN