Tim Laine

CFP, RRC

Mutual fund representative 1

Insurance representative

Financial Planner

Independent representative

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About me

Excited to continue working with current clients and welcome new ones! With over 27 years of experience in financial planning, investment guidance, and wealth management, I am dedicated to helping individuals and families build a secure financial future. My approach focuses on personalized strategies that support long-term success, including planning for a healthy retirement and leaving a tax-efficient legacy. If you’re looking for expert financial advice, I’m here to create a tailored plan that aligns with your goals and aspirations.

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About my team

Carrie is Executive Assistant. She brings over 15 years of administrative experience to the table with expertise in scheduling, time management and document preparation. Having held various positions in the banking and financial field, Carrie is able to tailor her skills to meet the needs of my clients. Her responsibilities include opening client accounts, arranging transfers and, handling client requests and inquiries. Outside of work Carrie enjoys traveling, experimenting in the kitchen and spending time with her friends and family.

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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July 25, 2025

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1 With Investia Financial Services Inc.

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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