Vincent Pellé
Fin. Pl.
Mutual fund representative 1
Financial Planner 2
Independent representative
Financial security representative 2
Group insurance and group annuity plans representative 2
Services financiers VP
About me
I am a financial planner, a financial security advisor for Quebec and a mutual fund representative for Quebec and New Brunswick. My goal is to help our clients achieve their dreams by reaching their financial goals, whether it's retirement, their children's education or buying a home.
To do this, I use my experience along with cutting-edge tools to build their financial strategy and advise them. This allows me to ensure their financial security and sustainability from generation to generation.
I aspire to be my clients' expert resource for their financial questions, from retirement planning to daily expense management, to estate and wealth transfer. To help me, I am surrounded by a network of specialized professionals who enable me to always find the right answer to my clients' questions.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact meAbout my team
My name is Véronique Pitre and I'm a financial security advisor and mutual fund representative in Quebec. My goal is to help my clients achieve their dreams by reaching their financial goals, whether it's retirement, their children's education or buying a home. To do this, I get to know my clients and their goals so I can create for them a personalized financial plan.
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.
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
- 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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July 4, 2025
United States: A “Big Beautiful Bill” for all? -
June 20, 2025
Bombs away -
June 13, 2025
Geopolitical risks rising -
June 6, 2025
Honeymoon’s over between Musk and Trump
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.
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