BBA., CFP, CPCA
Mutual fund representative 1
Insurance representative 2
Financial Planner 2
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.
Contact meMutual 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.
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:
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn moreStay 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 moreSébastien 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.
September 3, 2024 - Podcast
Optimizing the taxation of your investment incomeAugust 30, 2024
Market leadership shift underwayAugust 27, 2024 - Podcast
Summer 2024 economy and markets updateAugust 2, 2024
Is the Fed about to follow in the Bank of Canada’s footsteps?