Travis Dickinson
BBA, CFP
Mutual fund representative 1
Insurance representative
ARC Financial Group
About me
Oftentimes, people can get confused or even intimidated when it comes to finances. The industry is full of technical terms and jargon, which seem to overcomplicate matters. My mission with you as my client is to simplify your financial life and provide you with the necessary tools to achieve your goals. I fulfill this mission by being committed to learning as much as possible about you, helping you understand your own situation and finding the most suitable strategies and best investment vehicles to implement those strategies. I will explain complex concepts in plain language and I will always be honest, transparent and available. I am committed to continually monitoring the markets, your investments, and your personal financial situation.
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.
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,
new objective
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
-
October 7, 2024 - Podcast
Caring for someone with a mental health problem -
October 2, 2024 - Podcast
Impact of the U.S. elections on the markets -
September 6, 2024
Race to the neutral rate -
September 27, 2024
China’s rescue plan
