Stuart Small

BBA., CFP, CPCA

Mutual fund representative 1

Insurance representative 2

Financial Planner 2

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

With 30 years of experience in financial planning, I'm privileged to be a part of my clients' lives and to help them reach their personal goals.  My cornerstone approach is built on values-based and holistic financial planning with each client and family I work with.

I am grateful for my client relationships and love the work I do, whether it's building and protecting my their future, retirement planning and wealth management, or employee benefits for business owners.

In addition to my CFP and CPCA designations, I continually upgrade my training to ensure my knowledge and skills are up to date. This industry is a dynamic one and ongoing education is key to ensuring my clients reach their own goals.

I would be delighted to learn your story and hear how me and my team may be able to support your personal plans.

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About my team

Client support is always top of mind for Peter. His caring approach and attention to detail are key to assisting clients reach their planning goals. He brings solid experience to the team at Proxima Financial Group, attending to the needs of clients everyday with professionalism and kindness.

Peter Bertrand

Administrative Client Support Specialist

Telephone

289-932-1066 Send a messageeast

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.

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December 20, 2024

Bracing for Trump 2.0

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1 With Investia Financial Services Inc. 2 Proxima Financial Group

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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