Paul St

Financial Security Advisor | Investments | Insurances | RRSP | RESP | TFSA at iA Financial Group (Industrial Alliance)

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Paul St's Summary

Sociable, energetic, honest and hardworking, Paul stands by his commitment to his clients. Involved with business networks (FCIQ) and educational blogs on investments and insurance, he is also the recipient of several awards in recognition of its expertise. Easy to approach, perfectly bilingual, friendly and ambitious, Paul is the "Ace" in prospecting for new clients. He has the high quality to create a sense of comfort and confidence which strengthens the loyalty of his clientele (individuals and businesses) for years. With over ten years of experience as a financial security advisor at Industrial Alliance and mutual fund representative with Investia Services Financiers inc., including three years as Director of Development, Paul reviews with you your financial plan with regards to the protection and management of your assets. Whether for insurance (life, disability, and critical illness), your investments and registered plans (RRSP, TFSA, RESP) as well as the management of your estate, an overview allows you to make thoughtful decisions that are consistent with your life story. Holder of a Bachelor of Commerce in Finance and Economics from the John Molson School of Business, Paul was a member and captain of the Commerce Games from 2003 to 2005. He distinguished himself by his leadership and his ability to create relationships between participants. He was also a member of the baseball team of the same university for 3 years. Since 2006, he is a member of the “Chambre de la Sécurité Financière” (CSF). He also continues to attend training sessions in investment, insurance and financial planning in order to be at the forefront of all industry news and allow you to make the best possible decisions. Available, competent and proactive, Paul will be able to appropriately advise you with regards to your needs.