Hannah Plouffe, Financial Security Advisor

06/09/2026

Markets change. Your financial plan shouldn’t rely on hope alone.
Segregated funds can help combine long-term growth potential with estate protection features that many Canadians don’t even realize exist.
From locking in gains with resets to helping beneficiaries avoid probate delays, these strategies can play a powerful role in retirement and estate planning.
If you want to understand how they work — or whether they make sense for your situation — feel free to reach out.
WealthProtection

05/05/2026

I talk to a lot of parents who have an RESP…
but aren’t actually maximizing it.

They’re contributing — but missing grants, timing, and growth.

The Registered Education Savings Plan isn’t just a savings account — it’s one of the best structured wealth tools for families in Canada when used right.

Small adjustments now = thousands more for your child later.

04/30/2026

By working with a financial security advisor, we don’t just open an RESP — we:
    •    Build a custom contribution plan
    •    Track your grant eligibility
    •    Optimize timing for maximum government funding

04/29/2026

iA Financial Group gets ahead in providing compassionate guidance to families when they need it most. In partnership with Empathy, we provide comprehensive support to help our clients’ loved ones navigate the emotional and practical challenges that follow a loss. This service is offered at no cost to beneficiaries of individual life insurance policies.

This is "Empathy Loss Support Demo for iA Financial" by Empathy on Vimeo, the home for high quality videos and the people who love them.

04/21/2026

Markets are unpredictable—but your strategy doesn’t have to be.
Segregated funds are designed to give you growth potential with built-in protection, making them a powerful option in uncertain times.
If you’re not sure whether your current investments are protected, it’s worth a second look.

04/01/2026

You’ve worked hard to get where you are.
Your income = your lifestyle, your freedom, your future.
But most people your age are only insured for one thing:
💀 dying
The bigger risk?
👉 Getting sick and not being able to work.
That’s where critical illness insurance comes in.
It gives you a tax-free payout so you can:
    •    keep paying bills
    •    avoid debt
    •    focus on getting better
No pressure—but if you’ve never looked into this, it’s worth understanding.
💬 Message me “PLAN” and I’ll break it down in 2 minutes.

03/31/2026

Most people insure their phone… their car… even their vacations.
But what about your income and your health?
If an illness or injury took you out of work tomorrow, would your financial plan survive?
💡 Disability Insurance = replaces your income so you can still pay your bills
💡 Critical Illness Insurance = gives you a lump sum when life takes an unexpected turn
This isn’t about fear — it’s about control.
It’s about making sure:
✔ Your lifestyle doesn’t disappear overnight
✔ Your savings stay intact
✔ Your family isn’t forced to carry the burden
The truth?
Your ability to earn an income is your greatest asset.
Protect it like one.
📩 Message me to build a plan that works before you ever need it.

03/12/2026

Most people think a TFSA (Tax-Free Savings Account) is just a place to stash extra cash.

It’s actually one of the most powerful financial tools Canadians have.

Here’s why 👇

✔ Your money grows tax-free
Interest, dividends, and investment gains inside a TFSA are never taxed.

✔ Withdraw anytime
Unlike some accounts, you can take money out whenever you want — no penalties and no tax bill.

✔ Perfect for multiple goals
A TFSA can be used for:
• Emergency savings
• Investing for long-term growth
• Saving for a home or big purchase
• Building retirement income

✔ You get the contribution room back
If you withdraw money, that room comes back the following year.

That flexibility makes it one of the best foundations of a strong financial plan.

If you’re not maximizing your TFSA yet, you could be leaving thousands of dollars in tax savings on the table.

💬 Message me if you want help making sure your TFSA is working as hard as it should be.

CanadianFinance

03/04/2026

02/26/2026

Check out the industry’s most comprehensive offering of insurance and savings options.