Steve Plourde
B. Ed Business Administration
Mutual fund representative 1
Insurance representative
Group insurance plans representative
Steve Plourde (Independent Advisor)
About me
Financial Advisor | Investia Financial Services Inc.
Steve is a financial advisor who believes the foundation of a personal achievable and sustainable financial plan lies in building and maintaining a strong lifelong client-/advisor relationship. His mission at Generations Wealth is to help you achieve your personal, family or business financial freedom goals.
His relationship will be built on his commitment to service, integrity, professionalism, knowledge, and continued education.
“In my life journey, I have accumulated knowledge in all aspects of business ownership. Let me help you achieve a smooth transition in retirement by balancing protection and growth in your wealth investment portfolio.”
Let’s achieve your financial freedom together!
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
- Guaranteed Issue Life Insurance
- Travel Insurance
- Segregated Funds
- Living Benefits (critical illness, disability, long-term care)
- Annuities
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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October 17, 2025
Gold: To the moon? -
October 10, 2025
Canada: Getting the wheels spinning again -
October 3, 2025
Washington is closed for business -
September 12, 2025
Let’s get cutting!
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.
Learn moreNew life event,
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