Stephen Horwood

FMA, RIS

Mutual fund representative 1

Financial Planner

Insurance representative

Independent representative

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

Stephen has been involved in the investment industry managing clients' personal wealth for over 24 years. He successfully completed the Canadian Securities Course and became registered to offer mutual funds in the province of Ontario in 1998. During that time, Stephen also managed a successful 25-year career in the Information Technology industry at IBM Canada. Since his transition out of the IT industry in 2014, investment planning, wealth management services and retirement planning have become his sole focus. With a Bachelor of Mathematics degree from the University of Waterloo and a Financial Management Advisor (FMA) designation from the Canadian Securities Institute, Stephen excels in helping clients to develop, monitor and achieve their financial goals.

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About my team

Branch Manager is Daniel Throop.

Daniel Throop

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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.

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.