William H. Louie


Mutual fund representative 1 Insurance representative 2

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I am a managing partner and a Certified Financial Planner with over 23 years of experience working with families and business owners. I see many clients that have started saving for their goals and are even enjoying retirement. However, with limited time and resources, clients initially find it overwhelming to analyze, strategize and implement the most appropriate solutions to reach their life ambitions, which is when I can help… I work closely with many multi-generational families and business owners who want trusted, unbiased advice for every stage of their life. In collaboration with my team, my goal is to simplify, educate, and organize my clients’ financial lives to provide clarity and peace of mind for themselves and for their families.

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.


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.

  • Group Life Insurance
  • Life Insurance (universal, whole, term)
  • Segregated Funds
  • Annuities
  • Health and Dental Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Travel Insurance

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
Learn more about the value of a representative


Direct Access to your Investments and our Advice

Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.

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Economic news with Sébastien Mc Mahon and his team

Clément 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.

1 With Investia Financial Services Inc. 2 Louie Financial Advisory Group