Our Services
We offer personalized services to support you in your financial health. Our strategies are tailored to your needs to help you achieve your financial goals.
Entrepreneurs / Companies
Investment and investment strategies
Personalized financial plan consultation
Health protection for the whole family
New arrivals, expats, foreign residents
How does it work?
Know you
We offer online consultations to help you establish a sustainable strategy. We discuss your financial needs but also take the time to explain the different points and levers to achieve your goal.
The service is offered free of charge and does not require any commitment on your part.
Advise you
We analyze your financial needs and goals. We then develop a very specific recommendation and create a personalized action plan to help you achieve them.
At all times, you are involved in the process and your opinion is taken into account at each stage.
Accompany you
Since our goal is to be able to support you in the long term, you will have a dedicated team and the same contact person.
You will not have any fees to pay. We are compensated through the management fees included in your contracts.
These do not require any commitment on your part, either in terms of time or money (no entry or exit fees).
It is important to us that you can choose our advice by choice and not by obligation.
Why choose us?
A company in
human size
Strategies adapted to
your real needs
Certified professionals
at your service
Hundreds of satisfied customers
Effective tools,
no obligation, no fees.
We stay on the lookout for
new trends
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Address
- MONTREAL
530 rue St Hubert,
Montreal, H2Y 0B9
Tel: (579) 337-5350
- LASALLE
iA Financial Group - Mercier Agency
7655 Newman Blvd., Suite 207
LaSalle, Quebec, H8N 1X7
Tel.: (514) 364-0179, ext. 646247
Fax: 1 877 781-7403