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WEALTH MANAGEMENT

Getting to know you, listening to you, and guiding you toward better financial decisions at every stage of your life.

I’m Here for You

Whatever your goals may be, my expertise—combined with the seasoned team at iA Financial Group—supports you in optimizing and properly planning your finances.

How I can support you:

  • Develop a financial plan tailored to your situation, regardless of your age or assets
  • Review your plan with you and adjust it as your life evolves
  • Provide guidance to help you optimize your financial situation
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Whether retirement is just around the corner or many years away, it is essential to start planning today to fully enjoy it later. As a client, you benefit from personalized guidance.

Access our Retirement Journey Support Guide

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Are you already retired or preparing to retire soon? Proper planning will help you carry out the projects that matter most to you and enjoy your freedom with peace of mind.

  • Get a complete and detailed retirement income projection
  • Benefit from personalized support at no additional cost
  • Simplify and streamline the management of your investments and withdrawals
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(first home purchase, education plan, etc.) Maximize the benefits of available saving plans (RESP, FHSA, TFSA…) and the strategies they offer.

  • Optimize your RESP using strategies that provide more for your children or grandchildren
  • Maximize the tax advantages of FHSA and RRSP strategies for your first home purchase

To protect and transfer your assets according to your wishes, my role is to help you plan ahead with a clear understanding of your circumstances and objectives.

  • Assess your needs in the event of death
  • Protect and simplify the transfer of your assets through appropriate beneficiary designations

Several events can significantly impact your financial well being. My role is to design a comprehensive risk management strategy that considers all possible scenarios.

My services include needs assessments in the event of:

  • Death
  • Disability
  • Critical illness

I am proud to offer clients investment funds and portfolios managed through a responsible approach.

Also known as sustainable funds or socially responsible investment (SRI) funds, ESG funds (Environmental, Social, and Governance factors) aim to create meaningful and positive impact on our lives, our society, and our environment—without compromising returns.

OPTIMIZE YOUR FINANCIAL FREEDOM

As a client, you benefit from flexible and accessible services at no additional cost, along with personalized recommendations at every stage of your life.

Investment Guidance

Personalized recommendations and strategies tailored to your goals

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Services

 

  • Transactions and account openings
  • Investment strategy
  • Review of portfolios held elsewhere
  • Savings objectives
  • Updating your personal information
  • Workshops and educational content designed to help grow your wealth
  • Access to your accounts through the client portal and mobile app

Financial, Retirement and Estate Planning

A complete financial overview for clarity and informed decision making

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Services

 

  • Life event management
  • Financial or retirement planning
  • Retirement income planning
  • Estate planning
  • Tax optimization for your investments

Risk Management

Risk management protections offering peace of mind for you and your family

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Services

 

  • Needs analysis for death, disability, and critical illness
  • Understanding the financial and tax implications of death, disability, or critical illness
  • Coverage for financial obligations
  • Maintaining your family’s standard of living in case of death
  • Leaving a legacy
  • Ensuring business continuity in the event of death, disability, or critical illness
  • Enhancing employer provided life insurance

Exclusive Wealth Management Services

Exclusive services, holistic financial planning, and access to a network of experts to maximize your wealth

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Services

(Eligible clientele)

  • Individual and family wealth management
  • Prestige Preferred Pricing to maximize wealth growth
  • Holistic financial planning
  • Access to an extended network of specialist
  • Exclusive events and content

Business and Self Employed Clients

A holistic approach integrating personal and business finances to optimize growth, protection, and wealth transfer with agile and personalized solutions

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Services

 

  • • Retirement savings plans (group and individual)
  • • Insurance plans (group and individual)
  • • Investment and cash flow accounts
  • • Advanced risk management strategies (e.g., buy sell agreement insurance)
  • Corporate workshops and presentations for employees (retirement preparation, etc.)

A STRONG AND ESTABLISHED TEAM

I do not work in isolation. By choosing to work with me, you also gain the support of a highly experienced team of specialists — including portfolio managers, tax experts, and other leading professionals.

Backed by more than 130 years of strength, stability, and trust, iA Financial Group stands among Canada’s foremost insurance and wealth management institutions.

Founded in 1892, this Canadian based organization is recognized as one of the country’s prominent publicly traded companies, overseeing more than $330 billion in assets under management and administration.

Did you know?

iA Financial Group has

$330 billion in assets

under management and administration.