Winnie is a Certified Financial Planner at Financial Literacy Counsel (FLC) Inc., where she specializes in integrated financial planning focusing on wealth, tax, and estate management solutions. Her clients include young families, health care professionals, and resident doctors transitioning into practice. Winnie has over a decade of experience in the financial services industry. She is a strong advocate for women’s financial literacy and recognizes that enduring financial plans are long-term journeys and must continuously adapt to clients’ changing needs. She prides herself on building a practice built on care, communication, and continuity. Financial Literacy Counsel Inc. is a boutique financial planning and education company founded in 1999. We serve professionals, institutions, corporations, and family offices. FLC is leading the way in helping our clients create more possibilities, and build stronger families and communities.
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.
November 5, 2024 - Podcast
Financial Literacy Month special: Debunking 7 mythsOctober 29, 2024 - Podcast
Dancing with the investment starsOctober 25, 2024
Bank of Canada: Jumbo 50-bps cutOctober 22, 2024 - Podcast
How to make hybrid work a success in 2024