IA Financial Group
Multiple locations
IA Financial GroupMultiple locations
My work consist of asking questions to gathering info on my prospects to find out what they want to achieve and only then, I can advise.
I will do a financial need analysis (FNA) to give a retirement outlook.
I will guide you with your investments and help you choose the right portfolio as per your investor profile (RESP, RRSP, TFSA, Non-Registered).
You will not be by yourself!
Verified business
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What do you love most about your job?
Having the tools and knowledge to help families save for their future
What inspired you to start your own business?
I really enjoy working with the public and I wanted to have a better handle on my time
Why should our clients choose you?
No pressure selling, well explained, respectful and professional
Can you provide your services online or remotely? If so, please add details.
Yes, half of my meetings are done virtually
I have traveled 85 km to meet clients
What changes have you made to keep your customers safe from Covid-19?
Virtual meet is recommended if a prospect is affected by Covid-19
Investing
I will help you help:
Saving for a project
Moving in together
Buying a home
Having a child
Starting a business
Planning your retirement
