Start: Determine your investor profile and objectives
The lifestyle of today shapes that of tomorrow
At Industrial Alliance Securities Inc. (IAS), our Investment Advisors promote a comprehensive view of your assets in order for their growth to support your aspirations and values, not just your relationship with money.
The autonomy of our Investment Advisors is the backbone of the financial service infrastructure you get with IAS. At all times, your Invesment Advisor has the freedom and flexibility to help you achieve your investment goals while belonging to a nation-wide full-service brokerage firm, a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc.
When it comes to investing, each case is different!
THE INDEPENDENCE OF YOUR investment ADVISOR: ACCESS TO PRODUCTS services ADAPTED TO YOU
Whether your goals are to increase your wealth, prepare for your retirement or to finance your personal projects, your independent Investment Advisor has the freedom to recommend the best investments to meet your goals.
THESE SOLUTIONS ADDRESS :
Your current financial situation
Your investment knowledge
Your risk tolerance
Your investment horizon
Your investment goals
This tailored approach allows your Investment Advisor to determine the products that suit you best, without neglecting sound risk management through a relationship of trust.
The role of your Advisor: helping you achieve your goals!
EXAMPLES OF TAILOR-made solutions
- Young adult aware of the importance of savings and starting as early as possible
- Couple getting ready to pay for their first property
- Established professional who wants to accelerate their savings and asset growth
- Retiree who is planning his asset disbursements and succession
Ready to start?
Want to read more? Determine the management style you would like to establish between you and your Investment Advisor.
If you’d like to be part of the decision-making process and stay informed of each transaction.
If you’d like to delegate invesment decision-making process to your Portfolio Manager.