Live with Anik Lehouiller, financial security advisor
Discover our live chat with Anik Lehouiller, financial security advisor for over 20 years, and benefit from her invaluable expert advice.
Who is Anik Lehouiller?
With nearly 20 years’ experience in sales and customer service with multinational companies, Anik joined IG Gestion de Patrimoine in 2006 as a mutual fund representative and financial security advisor. Known for her dynamism, team spirit and strong interpersonal skills, she has distinguished herself by winning numerous awards, including 4 Pillar Awards.
Through her work, Anik aims to take the complexity out of financial management for her customers. She is committed to helping her clients plan for the future, and works with them to achieve financial independence while building substantial wealth.
Also very socially involved, she sits on the Board of Directors of the Réseau des femmes d’affaires du Québec. She is also involved in the DEF (Développement économique au féminin) program, accompanying women entrepreneurs on trade missions abroad.
What’s the difference between a financial security advisor and a mutual fund representative?
Financial security advisor
The financial security advisor manages and plans her clients’ financial situation to enable them to cope with whatever life throws at them. He is also licensed to sell insurance.
Mutual Funds Representative
Mutual fund representatives analyze their clients’ financial situation to offer them mutual funds that are appropriate to their situation. His license allows him to sell mutual funds.
What services does Groupe investors offer?
Groupe investors is a company offering the services of financial advisors to help people plan their needs, savings and expenses throughout their lives. The group offers services in investment, retirement planning, housing, estate planning, tax planning, insurance, cash management and entrepreneurship.
Based on the GI Living Plan, each professional offers a 5-point strategy:
- Planning expenses
- Preparing for the unexpected
- Managing cash flow
- Sharing your assets
- Optimizing your retirement
“We are committed to putting your financial interests and needs at the heart of everything we do every day.”Investors Group
Why invest?
Why invest in normal times?
Under normal circumstances, investing is a way of making your money grow, rather than letting it sit idle in a savings account. If you have time on your hands, long-term investments will enable you to prepare for the future with peace of mind.
Why invest in Covid?
With the Covid crisis, many investors were somewhat chilled. However, the biggest mistake to make in times of crisis, as Anik Lehouiller explained, is to sell your shares.
In fact, it’s always much more attractive to sell on the upside and buy on the downside. In this case, it’s much more attractive to buy over the medium and long term. In fact, nearly 60% of our customers have done so.
How do you invest and manage your portfolio?
In investing, the first rule is to diversify your investments so that you always have something that is growing in value. You can invest in gold, bitcoin, stocks, life insurance, RRSPs…
What’s more, it’s important to look at your investments over the short, medium and long term. This allows you to plan ahead and protect yourself from fluctuations in the economic markets.
What will become of economic markets in the face of Covid?
We’re currently in the midst of a health crisis, and although business is gradually picking up, we’re still in a period of uncertainty.
We’re facing a different financial crisis from previous ones, because this one is linked to a pandemic. Many changes are in store. However, this should not be seen in a negative light. There are always great opportunities to be seized in every situation.
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